CPS, Inc.

Retirement Plan Advisor

CPS, Inc. Orange County, CA
CPS, Inc.

Retirement Plan Advisor

CPS, Inc. Orange County, CA
1 week ago 112 applicants

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Steve Anderson

Steve Anderson

Retirement Services Recruiter, (312)854-1615 - sanderson@cps4jobs.com #retirementservicesrecruiter

Leading Retirement Provider

Southern California

The Retirement Plan Advisor is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction.

Responsibilities

  • Consult with plan sponsors to ensure client satisfaction and drive key results.
  • Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
  • Provide key insights on plan design, industry trends, legislation, funding, etc.
  • Facilitate and lead participant meetings including one-on-one to driving plan participation.
  • Work with clients on RFP’s and benchmark vendors.
  • Collaborate internally with other team members to meet deliverables and provide exceptional client service

Preferred Qualifications

  • Previous experience consulting in person with institutional retirement plan sponsors
  • Bachelor’s degree or equivalent from accredited institution
  • FINRA 7, 66, and Life license

Orange County, CA

Mid $90's to $120k with 10-30% bonus

  • Seniority level

    Not Applicable

  • Employment type

    Full-time

  • Job function

    Finance

  • Industries

    Staffing and Recruiting

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