Retirement Plan Consultant (plan Transitions & New Business)

Willenborg Wealth Management

Remote
$80,000.00-$87,000.00 py
Remote
Retirement plan conversions
Plan on-boarding
Trust accounting
Willenborg Wealth Management is seeking a Retirement Plan Consultant to manage retirement plan conversions, focusing on onboarding and client relationships. The position is primarily remote, with a preference for candidates who can work in a hybrid model if located near one of their offices

Job Summary

  • Manage a select group of qualified and nonqualified retirement plan conversions, overseeing all aspects from onboarding to NWPS systems.
  • Anticipate client needs and formulate solutions to client issues, preparing and reviewing deliverables for accuracy and quality.
  • Manage own personal and professional development, seeking opportunities for growth and expansion of consulting skills and experiences.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Retirement Plan Consultant to manage retirement plan conversions, focusing on onboarding and client relationships. The position is primarily remote, with a preference for candidates who can work in a hybrid model if located near one of their offices.

Salary

$80,000.00-$87,000.00

Skills & Requirements

Must-have

  • Retirement plan conversions
  • Plan on-boarding
  • Trust accounting
  • Participant notices
  • Plan documents
  • Data wrangling
  • Client relationship management

Nice-to-have

  • Client needs anticipation
  • Professional development
  • Continuous education

Key Requirements

  • Bachelor's Degree or equivalent
  • 3+ years of relevant experience
  • Experience with Relius recordkeeping system
  • QKA or QPA designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter