Group Retirement Plan Specialist

Wealth Advisor Group Retirement Plan Specialist

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. The Wealth Advisor Group Retirement Plan Specialist will participate in the development, launch, and acceleration of a team-based advisor model supporting Group Retirement Plan clients at LPL. This role focuses on assisting plan sponsors in a phone-based advisory model to strengthen relationships and ensure the compliant management of group retirement plans. The Specialist will closely collaborate with plan sponsors, business executives, and record keepers utilizing the LPL platform for advisory services.

The ideal candidate will have a strong understanding of the financial services industry and group retirement plan management, with proven success in a fast-paced, dynamic environment. Outstanding customer service and effective communication skills are essential.

Job Responsibilities :

• Client Management : Deliver a best-in-class experience for plan sponsors, group retirement plan participants, and record keeper partners.
• Customer Service : Provide exceptional customer service via incoming calls, responses to emails and proactive client outreach.
• Risk Management : Assist plan sponsors in ensuring the compliant delivery of group plan requirements.
• Investment Solutions : Describe, implement, and maintain the full suite of investment strategies available to clients.

Requirements :

Core Competencies :

Pay Range : $78,900-$131,500 / year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.