Retirement Plan Advisor
Listed on 2026-10-10
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance
* PleasenotethisroleisopentoremotecandidatesbasedinCA*
Nationally recognized Saint Louisbasedfee -only
Wealth Managementcompanyisseekinga Relationship Managerforour Retirement Plan Advisors Divisionsupportingour Californiaclients .Thisdivisionfocusesexclusivelyonqualifiedretirementplans,assistingbusinessownerswithinvestments,planmanagementtasksandhelpingemployeesprepareforretirement.
Plancorpadvocatesforclientsbyproactivelyguidingthemthroughallaspectsoftheirfinanciallives.
Thefirmprovidescomprehensive,holisticfinancialplanningandinvestmentadvisoryservicesforindividuals,families,business owners,non-profitandinstitutionalclients.
Weassistclientsinarticulatingmeaningfulgoalsandattainingthosegoalsthroughactionsandstrategiesconsistentwiththeirspecifiedvalues.
- Nationallyrecognizedfee-onlyRIAfirm
- St.Louisbased;inbusinessfor
35+years - AUMapprox.$10billion
- Serveastheday-to-dayrelationshipmanagerforcorporateretirementplanclients,coordinatingplanmanagementandissueresolution
- Leadandparticipateintrusteemeetings,includingpreparationofmaterialsandfollow-uponactionitems
- Deliveremployeeeducationandenrollmentmeetings,bothin-personandvirtually
- Partnerwithinternalteamsandexternalserviceproviders(recordkeepers,TPAs,custodians) tosupportplanoperations
- Reviewclientinvoices,quarterlyinvestmentreports,andplan-related documentation
- Supportclientretentionthroughproactivecommunicationandthoughtfulproblem-solving
- Assistwithplanconversions,terminations,andongoingserviceinitiatives
- The Relationship Manager for Retirement Planspositionrequiresthefollowingqualifications .
- Musthaveaclean U4withnodisqualifyinginformationorclientcomplaints
- QKAdesignation,preferred.
- Commitmenttoactingintheclient'sbestinterestsinafee-onlyfinancialplanningenvironment.
You’ll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch. People from underrepresented communities are encourage to apply. We look forward to meeting you!
We are currently recruiting a Retirement Plan Advisor for our team in San Jose, CA, United States.
We invite applications for the Retirement Plan Advisor position located in San Jose, CA, United States.
The following position is for a Retirement Plan Advisor with Gabriel Group.
Our group is growing, and we are hiring a Retirement Plan Advisor in San Jose, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).