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Retirement Plan Consultant

Company: Rock Island Wealth Management
Location: Minneapolis
Posted on: April 11, 2021

Job Description:


Financial planning Retirement Plan Consultant. Series 7, Series 66 required. Salary plus incentive bonus. We provide the support. You create the possibilities.

The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction.
What you'll do as Retirement Plan Consultant:

  • Conduct individual and group presentations, in person or via video technology, to enhance awareness of plan features and to grow plan assets. Presentations include:
  • Enrollment meetings.
  • Age-based financial educational meetings.
  • Basic and advance financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and educational plan.
  • Actively participate in benefit fairs and new employee orientations.
  • Participate in the annual plan review and financial educational planning process.
  • Assist the President with targeted educational campaigns to increase participation and deferral rates.
  • Meet with participants and eligible employees to educate employees regarding plan participation.
  • Travel may be required for new plan enrollments as needed. Must be able to travel 25% or more during peak times of the day.
  • Create basic financial plans (e.g., Profile Plans) and assist with the preparation of comprehensive financial plans.
  • Other tasks and project as assigned.
    To help you get started, we offer you the resources needed to create your own success:
    • This is a salary paid position with bonus potential.
    • Competitive benefits package with medical, dental, life insurance, disability and 401(k) plan.
    • Company-provided technology, including equipment, help desk assistance, client management and financial planning tools.
    • Company-paid E&O, licensing fees, continuing education and compliance support.

      What skills you will use:
      • BA/BS preferred.
      • Series 7, Series 66 required and appropriate state insurance licenses required.
      • CFP, ChFC or similar designations desirable.
      • Must have excellent presentation and communication skills.
      • Bilingual Spanish/English skills a plus. Financial planning is an intensely personal service. There is no such thing as a one-size-fits-all plan. Every client is unique. Every future is precious. At Rock Island Wealth Management, we serve with the understanding that every client deserves a customized financial plan tailored to their individual vision, values and goals. Our niche is in building the right plan, one client at a time. We live our values:
        • We are true to our word.
        • We are committed to mastery.
        • We seek first to serve.

Keywords: Rock Island Wealth Management, Minneapolis , Retirement Plan Consultant, Professions , Minneapolis, Minnesota

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