Retirement Plan Advisor

AZ

Employer:

Description

OVERVIEW

BCG 401(k) Advisors, an Alera Group Company is looking to add a Client Service Manager to join their Wealth Management team!

Benefit Commerce Group is committed to creating benefit plans and strategies that make life easier and better for the future of our clients. We do this through collaboration-with our clients, our experienced team, and with other Alera Group firms across the nation.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

RESPONSIBILITIES

This job description in no way states or implies that these are the only duties to be performed by this employee. This individual will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.
3-5 years of experience working with employer sponsored Retirement Plans required, preferably 401k experience.
Bachelor's degree or equivalent experience.
ASPPA, CEBS and/or NIPA designation preferred. QPA, QKA, CPC or equivalent certification/designations preferred.
Validated understanding of plan documents, ERISA, industry rules and regulations, and Non-Qualified plan design.
Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a shown understanding of mutual funds and other investments.
Ability to work independently with minimal oversight by your manager.
Ability to communicate effectively, influence and build consensus among team members, leadership, and clients through agenda creation and formal presentations.
Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend / negotiate solutions to address future issues effectively.
Ability to complete recordkeeping oversight of plans with varying level of complexity.
Time management skills and ability to handle multiple assignments at a given time.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Bachelor's Degree or the equivalent combination of education and experience.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hands and arms: Picking, pinching, handling, feeling, reaching, and typing. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
Speaking: Expressing or exchanging ideas by means of spoken word. Those activities in which require detailed or important spoken instructions must be conveyed to other workers accurately and quickly.
Hearing: Ability to receive detailed information through verbal communication with or without correction.
Vision: Ability to see and read computer screen and written documents and adjust focus with or without correction.
Repetitive Motion: Substantial movement (motions) of the wrist, hands and fingers.
Legs: Stand, walk, sit, stoop, kneel, and crouch.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.

BENEFITS

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range: $90K+ Depending on expeirence

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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