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Financial Advisor

Company: Strategic Recruiting Services LLC
Location: Southfield
Posted on: June 26, 2019

Job Description:

The Retirement Plan Advisor (RPA) works to fosters client relations, monitor plan-level and participant level activities. The RPA receives guidance to perform work that tends to have substantial variety and complexity. There is frequent contact with the Lumin management.At Lumin Financial, you'll be a member of a collaborative and supportive team of professionals, all working hard to grow a successful and multi-generational business.ResponsibilitiesWorks to foster client relationshipsClient data managementStrong client focus and follow upCoordinate meeting preparationTroubleshoot and escalate issues as appropriateIdentify and offer plan improvement opportunitiesHandle inquiries and provide consultant expertiseAct as primary liaison with external business partnersPrepare annual disclosure documents & client contractsConduct group meetings and one-on-one employee trainingProduce and analyze plan demographic and performance dataDevelop communication and education strategy for assigned plan(s)Assist plan participants with rollovers, and other account consolidationCoordinate all aspects of client on boarding, implementation and on-going maintenance including retirement plan fund lineup changes, plan amendments, vendor transitions, etc.REQUIREMENTSMinimum three years of related experienceUndergraduate degree in Business, Finance, or related fieldRequired Licenses/Designations: Series 65 (or Series 66 + Series 7); required within 90 days of hire dateCFP Certification preferredStrong communication and interpersonal skillsProficient with Microsoft Office SuiteProven collaborative team playerDesire/ability to work successfully in a "small" company environmentProven track record of time management, project organization, and strong work ethicCOMPENSATION$60,000- $80,000 dependent upon experience and fitFull-time workers qualify forInsurance benefits: health care, dental, life, disability, and retirementFinancial support for industry accreditations and continuing educationby Jobble

Keywords: Strategic Recruiting Services LLC, East Lansing , Financial Advisor, Accounting, Auditing , Southfield, Michigan

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