Retirement Plan Advisor

Savant Wealth Management

Title:          Retirement Plan Advisor

Location:  Rockford, IL or Chicagoland

Job Summary:

The Retirement Plan Advisor is responsible for driving participant engagement, as well as building and maintaining relationships with retirement plan sponsors. This role will also be responsible for developing relationships with Savant Wealth Advisors to identify Retirement Plan opportunities within their client relationships, as well as generate new Retirement Plan opportunities. The retirement plan advisor will serve as the Qualified Retirement Plans expert to enhance and support advisor relationships with retirement plan clients. Retirement Plan Advisor is responsible for ongoing plan retention.

Qualifications

The Retirement Plan Advisor typically requires the following qualifications:

• Bachelor’s Degree in a business-related field, preferred

• Minimum 5 years of experience in a retirement plan relationship management role; Retirement Plan Designation is preferred, QKA or similar designation

• Strong presentation skills

• Ability to foster and develop relationships at all levels of management

• Must be able to collaborate and communicate effectively

• Strong Word, Excel, and Outlook skills

• Familiarity with client reporting applications; understanding of databases

• Outstanding attention to detail, accurate, organized, able to set priorities

• Team player, with ability to work with and educate others

Certifications and Designations

• Retirement Plan Designation is required, QKA or similar designation

• NASAA Series 65 Securities License required

Any combination of equivalent education and work experience will be considered.