Job Description
Retirement Plan Advisor
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Boutique Wealth Management Firm
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Irvine, CA
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A growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.
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What You’ll Do
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- Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans
- Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service
- Lead sponsor and employee education meetings, including periodic client-site visits
- Retain and grow existing relationships and help support the launch of the firm’s PEP
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What You Bring
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- 5+ years of client-facing retirement plan advisory experience
- Bachelor’s degree
- Strong knowledge of 401(k), 403(b) and ERISA plans
- AIF, CFP or similar designation preferred
- Proactive, growth-minded and collaborative approach
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What’s Offered
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- $100,000–$125,000 base + approximately 10% bonus
- Benefits and a collaborative, growth-oriented environment
- Irvine-based role; local proximity is important
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