Senior Associate/Principal Retirement Plan Advisor

The primary purpose of the Senior Associate/Principal in the Retirement Plan Advisory area is to provide advice and guidance for our Plan Sponsors and Participants we serve. The Senior Associate/Principal must be well-versed in the different dynamics of retirement plans, to include but not limited to plan implementation and conversions, plan design and investment strategies, creating and running retirement plan committees, and providing Participant education. The Senior Associate/Principal will engage, maintain and improve client relationships. Primary Responsibilities As a Senior Associate/Principal your responsibilities would include the following activities: Accountable to Cerity Partners’ clients to create, monitor and implement their company retirement plan Accountable to Retirement Plan Participants for providing financial advice and recommendations during enrollments, education meetings, scheduled one-on-ones, and by participant hotline and email Serve as a key primary retirement plan consultant for clients, meeting all service needs and achieving high levels of retention Serve as a secondary retirement plan consultant for selected clients Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process Mentor and train colleagues on best practices in company retirement plans, client management, and business development Identify cross-department solutions for client needs and able to speak generally of other service offerings Accountable to the core team with which the advisor reports; ensuring that client and team tasks are completed correctly and timely Responsible for remaining abreast of changes to legislation impacting the retirement planning industry, and staying current on innovative retirement planning topics and trends Mastery of the technical aspects of retirement plans, basic financial consulting, and participant services to include enrollments and responding to participant calls and inquiries Implementation of retirement plan strategies, and competence in client relationships Mastery of client relationships, responsible for maintaining existing client relationships and bringing on new clients, lead plan presentations, advanced designation required Involvement in company committees and/or firm-wide initiatives Perform other duties as deemed necessary or as directed Ideal Candidate: 5-10+ years of industry experience Bachelor’s Degree required, focus in Finance/Accounting preferred. Series 65 Preferred Qualifications: CFP®, JD, CPFA, AIF, AIFA Working knowledge of Salesforce, PowerPoint, Word, Excel, and Outlook a strong plus. Strong interpersonal and networking skills with both external clients and internal collaboration. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Ability to work under pressure with shifting deadlines and priorities. High attention to detail and excellent communication skills in various formats (meetings, emails, phone calls) Proven organizational skills within daily tasks, prioritizing multiple projects, and team management. Commitment to maintaining confidentiality. Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. Apply tot his job Apply To this Job