Retirement Plan Wealth Advisor

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.

• 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.

• 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.

• 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 relations, communicative, and sales skills.
• Proven management skills.
• Strong knowledge of current trust regulations and tax laws.
• Valid driver’s license.

• Coordinates and participates in client face‑to‑face meetings; monitors staff to ensure expectations are exceeded.
• Provides staff with technical knowledge for employee benefit accounts and personal trust accounts.
• Performs various duties to provide efficient and accurate trust accounting, record keeping, and reporting services, including:
  • Developing operating procedures and programs for efficiency and accuracy of employee benefits accounts and record keeping.
  • Generating reporting information used in client reports, tax reports, and management reports.
  • Communicating procedures to department personnel and other division personnel.
  • Reconciling trust issues with other divisional personnel.
• Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in risk management and regulatory compliance.
• Communicates with supervisors, managers, and staff to integrate goals and activities.
• Provides periodic reports to the immediate supervisor and other groups as required.
• Abides by laws and policies promoting a discrimination‑free workplace.
• Coordinates departmental tasks with coworkers inside and outside the department to ensure efficient processes.
• Responds to inquiries related to the area of responsibility within established time frames and policies.

• Performs supportive tasks which may be altered or re‑designed depending on individual or departmental circumstances.

• Ascends/descends stairs to move through the different floors of the location.
• May remain in stationary position, often standing or sitting for prolonged periods.
• Occasionally moves around the office to accomplish tasks.
• Occasionally adjusts or moves objects up to 40 pounds in all directions.
• Frequently communicates with others to exchange information.
• Constantly moves wrists, hands, and/or fingers.
• Must be able to operate a motor vehicle.
• Must be able to assess accuracy, neatness, and thoroughness of assigned work.
• Occasionally exposed to outdoor elements such as precipitation and wind.

Mid‑Senior level

Full‑time

Finance and Sales
Banking