Retirement Plan Consultant
- Coordinate and plan service delivery to clients, including conducting trustee meetings
- Present material to group employee education meetings
- Provide direct financial advice and guidance to participants within the framework of the firm
- Assist in preparation for client meetings for Lead Advisors, and potential participation in those meetings
- Track and document client activities in appropriate software and work directly with clients on follow-up items from meetings or new initiatives
- Communicate directly with clients in a professional manner
- Network with current referral professionals and begin building a professional network of one’s own to expand and complement current referral resources
- Responsible for an area of expertise within Corporate Retirement Plans that contributes to the execution of the business plan
- Take on projects and initiatives within the overall business development plan
