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Retirement Plan Advisor / Relationship Manager

Growing Regional Bank

in Houston TX

Regional Bank doing business in TX, UT, CA, CO, AZ, NV

We are currently seeking an advisor for our Retirement Plan Relationship Management team in our Houston office. We manage over 200 corporate retirement plans as a broker of record and registered investment advisor working directly with plan sponsors. The ideal candidate will demonstrate a passion for helping organizations support their employees’ retirement goals.

 Candidates will have the skills and experience necessary to: 

  • Service and expand existing accounts by managing relationships with current clients using corporate retirement plans, (i.e.; 401(k) profit sharing, 403(b), defined benefit, and nonqualified plans).
  • Prepare and conduct onsite client investment review meetings for decision makers, client owners, and committees of 2 to 15 people.
  • Provide capital market and economic updates to plan sponsors and participants.
  • Provide ERISA fiduciary training to help educate plan sponsors on fiduciary best practices.
  • Provide plan design consultation to help plan sponsors achieve their goals.
  • Meet with clients to listen, analyze issues, and resolve problems to keep clients satisfied.
  • Meet with clients to negotiate costs and recommend changes if necessary.
  • Coordinate plan conversions to new selected vendors
  • Provide group education meetings to 2-100 people on various retirement plan topics and general investing principles. 
  • Approximately 20% Travel is required.
  • Other duties as assigned.


  • Typically requires a bachelor's degree and 4+ years of related client facing experience.
  • Requires knowledge of basic investment principles, theories, and concepts.
  • Basic knowledge of retirement plans, customer service, and excellent communication skills.
  • A Series 7, Series 63, General Lines Insurance Agents, and a Series 65 or 66 license is required.  Licenses may be achieved upon hire.
  • A CFP® designation or willingness to achieve this designation is preferable

How to Apply

Apply online using this link.

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