Retirement Plan Wealth Advisor

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The Retirement Plan Wealth Advisor serves as the primary fiduciary advisor for employer-sponsored retirement plans while building individual wealth relationships. This role combines technical expertise in plan administration and compliance with consultative relationship management, ensuring exceptional service to plan sponsors and participants.

• Bachelor’s degree in finance, Business Administration, or related field.
• Minimum 5 years of experience in retirement plan administration or wealth management.
• Professional designations preferred: CFP, CRPS, FIRS, ChFC, etc.
• Strong understanding of ERISA, fiduciary responsibilities, and investment principles.
• Ability to travel up to 30% to employer sites and regional offices.
• Excellent communication and relationship‑building skills.

• Employer‑Sponsored Plan Management
  • Act as lead advisor for employer-sponsored retirement plans (401(k), 403(b), etc.).
  • Partner with internal operations and third‑party administrators for accurate plan administration and compliance.
  • Provide plan design guidance, benchmarking, and regulatory updates to plan sponsors.
  • Conduct participant education sessions and retirement readiness consultations.
• Wealth Relationship Development
  • Build and maintain strong relationships with plan sponsors and participants.
  • Identify opportunities to deliver holistic wealth management solutions, including investment, trust, and estate planning.
  • Operate under fiduciary standards, ensuring all recommendations prioritize client best interests.
• Compliance & Governance
  • Maintain expertise in ERISA, fiduciary obligations, and retirement plan regulations.
  • Ensure adherence to State Bank Wealth Management policies and regulatory requirements.
  • Participate in internal audits and compliance reviews.

• Consultative approach with a focus on client needs.
• Proficiency in retirement plan platforms and financial planning tools.
• Strong analytical and problem‑solving abilities.
• Proficient reading, writing, grammar, and mathematics skills.
• Proficient interpersonal, communicative, and sales skills.
• Proven management skills.
• Strong knowledge of current trust regulations and tax laws.
• Valid driver's license.

• Coordinate and participate in client face‑to‑face meetings; monitor staff to ensure expectations are exceeded.
• Provide staff with technical knowledge for employee benefit accounts and personal trust accounts.
• Perform various duties to provide efficient and accurate trust accounting, record keeping, and reporting services.
• Develop operating procedures and programs designed to ensure the efficiency and accuracy of employee benefits accounts, accounting and record keeping.
• Reconcile various trust issues with other divisional personnel.
• Cooperate with, participate in, and support adherence to all internal policies and procedures related to risk management, safety and soundness, and regulatory compliance.
• Communicate with supervisors, managers, and staff to integrate goals and activities.
• Provide periodic reports as required.
• Ensure compliance with anti‑harassment and non‑discriminatory workplace policies.
• Coordinate departmental tasks with coworkers inside and outside the department.
• Report pertinent information to supervisors and bank personnel as requested.
• Respond to inquiries within established policy and time frames.

• Perform tasks supportive in nature to the essential functions of the job, which may be altered or re‑designed depending on individual or departmental circumstances.

• Ability to ascend/descend stairs.
• Occasional stationary position, often standing or sitting for prolonged periods.
• Occasional movement inside the office to accomplish tasks.
• Occasional lifting of objects up to 40 pounds.
• Frequent communication with others to exchange information.
• Constant wrist, hand, and finger movement.
• Ability to operate a motor vehicle.
• Ability to assess accuracy, neatness, and thoroughness of assigned work.
• Occasional exposure to outdoor elements such as precipitation and wind.

• Mid‑Senior level

• Full‑time

• Finance and Sales
• Banking