Retirement Plan Consultant - Advisory Services for RTD Financial Advisors, Inc. in Cherry Hill NJ 
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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

Responsibilities:

  • 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 bdavies@@rtdfinancial.com. 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.

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