Retirement Plan Specialist

Retirement Plan Advisor

Boutique Wealth Management Firm

Irvine, CA

A growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.

What You’ll Do

• Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans
• Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service
• Lead sponsor and employee education meetings, including periodic client-site visits
• Retain and grow existing relationships and help support the launch of the firm’s PEP

What You Bring

• 5+ years of client-facing retirement plan advisory experience
• Bachelor’s degree
• Strong knowledge of 401(k), 403(b) and ERISA plans
• AIF, CFP or similar designation preferred
• Proactive, growth-minded and collaborative approach

What’s Offered

• $100,000–$125,000 base + approximately 10% bonus
• Benefits and a collaborative, growth-oriented environment
• Irvine-based role; local proximity is important