Retirement Plan Consultant - Advisory Services for RTD Financial Advisors, Inc. in Cherry Hill NJ 
BenefitsLink logo
EmployeeBenefitsJobs logo
Search Jobs:
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber

Subscribe Now

Search the News

Featured Jobs
Sr. Pension Administrator
Pension Reconciliation Specialist
ESOP Benefits Specialist
Financial Consultant
Benefits Associate
Retirement Plan Manager
Retirement Plan Consultant
Get the BenefitsLink app LinkedIn

Retirement Plan Consultant - Advisory Services

RTD Financial Advisors, Inc.

in Cherry Hill NJ

RTD Financial is seeking a Retirement Plan Consultant in our Cherry Hill, New Jersey office.  This position offers candidates an opportunity to work with a nationally recognized advisory firm with a dedicated and growing Retirement Plan Department. Candidates should passionately believe that client interests always come first.     

Key Qualifications and Characteristics:

  • A minimum of 3 years of retirement plan services client support, participant education delivery or relationship management within the financial services industry
  • B.A. or B.S. degree from accredited four year university required
  • Industry designation(s) required (AIF, CFP, CFP, CRPS, QPFC)
  • Strong verbal and written communication skills
  • Strong time management and project management skills
  • Experience designing and delivering participant education campaigns
  • Must be a self-starter, problem solver and a goal-oriented team player
  • Have the ability to attract and develop new client relationships for the firm
  • Experience working with Microsoft Office Suite and web conferencing software
  • Thorough knowledge of various retirement plan recordkeeping platforms


  • Retirement plan servicing including participant education & presentations, on-boarding and participant inquiries
  • Ensure the timely development, updating, and delivery of participant education campaigns
  • Work with internal and external resources to deliver cost effective and relevant participant education seminars, webinars and one-on-one meetings
  • Evaluate, monitor, and ensure the ongoing success of participant education campaigns
  • Collaborate with team to prepare for and participate in client meetings
  • Maintain relationships with client and outside service providers, such as Third Party Administrators and Recordkeepers, through regular communication
  • Complete follow-up communication and implementation of actions that result from client meetings
  • Update database with notes and actions to keep team apprised
  • Respond to inbound phone calls and emails, either addressing their needs or directing them to the appropriate team member
  • Actively participate in business development    
  • Participate in various internal committees in pursuit of the firm’s goals
  • Continue our firm’s history of giving back/volunteering by enthusiastically participating in the growth of our profession through industry associations

Salary and Benefits:

  • Competitive salary with bonus opportunities
  • Annual base salary raises based on merit and the profitability of the firm
  • Annual incentive based on merit and the profitability of the firm
  • Health insurance (50% company-paid), dental
  • Group long-term disability insurance (100% company-paid)
  • 401(k) plan with discretionary Profit Sharing contribution (3% of plan compensation)
  • Continuing education allowance
  • Generous paid time off and holiday schedule

How to Apply

Please send your resume and cover letter to The documents should be submitted as one file in PDF format.  No phone calls, please.

This ad has been viewed 684 times. It expires on 5/18/2018.

Renew this job Edit this job Remail this job Delete this job Feature This Job


© 2018, Inc. /
Privacy Policy