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Wealth RPS Advisor
Wealth RPS AdvisorUSA Jobs • Milwaukee, WI, US
Wealth RPS Advisor

Wealth RPS Advisor

USA Jobs • Milwaukee, WI, US
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Retirement Plan Services Advisor (Business Development Officer)

Are you a strategic relationship builder with a passion for helping businesses enhance their employee benefits? Join our team as a Retirement Plan Services Advisor (Business Development Officer), where you will play a key role in driving new business development with business owners and providing their employees with comprehensive retirement plan services.

About the Role

As a Retirement Plan Services Advisor, you will be responsible for developing new qualified and non-qualified retirement plan relationships, focusing on both acquiring new clients and delivering outstanding service to existing accounts. Your expertise will help business owners implement, administer, and optimize qualified employee retirement plans that support their workforce and their business goals.

Key Responsibilities

  • Develop and implement a personal business plan focused on acquiring new clients, generating referrals, and retaining existing relationships.
  • Engage business owners through consultative financial planning to understand and address their objectives.
  • Advise plan sponsors on conversions, design, amendments, and administration of employee retirement plans.
  • Interpret plan documents, respond to sponsor and employee inquiries, and conduct educational meetings.
  • Act as the primary liaison, building strong relationships with clients, investment managers, and recordkeeping teams.
  • Coordinate client interactions to ensure seamless transactions and clear communication of complex financial solutions.
  • Assemble internal specialist teams to deliver holistic solutions and match client needs in brokerage, mortgage, and commercial banking services.

Qualifications

  • Bachelors degree and at least 4 years of experience working with business and organization leaders and / or affluent clientele (or equivalent combination of education and experience).
  • Series 65 license required, or ability to obtain within 90 days of hire.
  • Proven expertise in sales, networking, negotiation, business development, and execution.
  • Strong knowledge of investment management, financial planning, and retirement plan services.
  • Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable.
  • Familiarity with Lending / Banking, Qualified Plans, and Business Succession is a plus.

    • If you are ready to make an impact by helping business owners provide outstanding retirement benefits to their employees, we invite you to apply and be a part of our dedicated team! Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard.

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    Wealth Advisor • Milwaukee, WI, US

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