Institutional Retirement Consultant

Creative Planning, is a leading retirement plan advisor to employers and employees nationwide providing fiduciary consulting, investment advice, compliance support, and employee financial education.

The Associate Consultant delivers high quality and efficient service to both internal and external clients through Strategic and & day-to-day management of an assigned group of accounts. This role will require maintaining a book of retirement service business on core accounts, and occasionally partnering with Senior Consultants and Team Leaders.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Maintain Salesforce records on assigned accounts
• Request and prepare client materials
• Review meeting materials for accuracy
• Manage client relationships
• Attend client meetings
• Manage any follow-ups (e.g., meeting minutes, fund changes, match calculations)
• Manage client projects (e.g., RFPs, M&A activity, plan consolidation)
• Assist with due diligence projects and strategy
• Manage various projects simultaneously
• Must be able to interact and communicate at ease with all levels within the organization via phone, email, and/or in-person
• Other duties may be assigned

REQUIRED EXPERIENCE/QUALIFICATIONS:

• B.A. or B.S. from an accredited university
• Series 65/66 license or ability to obtain within 90 days
• 3-5 years’ experience in professional services, preferably in investment services
• Exceptional verbal, written and interpersonal skills required
• Strong presentation skills
• Extremely detail-oriented
• Strong communication and collaboration skills
• Customer service skills
• Ability to comprehend, analyze and interpret documents