Retirement Plan Advisor

Are you an outgoing, proactive, high energy professional with a love for educating and belief in the incredible opportunity retirement plans offer to participants to make their future brighter and better? We are seeking a dedicated Retirement Plan Advisor to join our Wealth and Retirement team. In this role, you’ll have the opportunity to help plan participants in both group and individual settings make informed retirement plan contribution choices. You’ll be instrumental in providing retirement plan guidance, managing client relationships, and implementing effective communication plans. This is an exciting opportunity to contribute to meaningful retirement outcomes while fostering new business relationships.

What’s in it for you:

• A collaborative environment where your expertise in financial planning is valued.
• The opportunity to educate 401(k) participants across a wide variety of organizations and environments..
• The chance to make a lasting impact on those you educate.
• Access to professional development programs and support for certifications.
• A chance to contribute to new business growth through client relationship building.

This role will be responsible for:

• Delivering compelling retirement guidance to plan participants across Oklahoma and beyond.
• Conducting group and one-on-one meetings to discuss retirement topics and asset allocation.
• Implementing a comprehensive communication plan for designated clients, including seminars.
• Supporting web and seminar initiatives for expanded retirement planning education.
• Partnering with internal Wealth Advisors to provide seamless client experiences.

Expectations will include:

• Building and maintaining outstanding client relationships to provide a high-quality experience.
• Scheduling, preparing, and executing on services such as fund mapping, blackout notices, and transition timelines.
• Leading meetings on various retirement topics, tailored to client needs.
• Communicating effectively regarding plan design changes, including automatic enrollment and match suspensions.
• Maintaining confidentiality and upholding the company's values in all interactions.

A qualified candidate will possess the following:

• A bachelor’s degree or 3-5 years of experience in financial planning or investment management.
• Advanced understanding of investments, asset allocation, and retirement planning.
• Strong communication skills, with a focus on client consultation and relationship management.
• A professional designation (CFP®, CRPS, AIF, or CPFA) is preferred.
• Sales orientation with a passion for helping clients achieve financial success.

This position offers a unique opportunity to contribute to a client's financial well-being while advancing your career in a supportive, client-centered environment.

Compensation: Compensation will be a base salary with the opportunity for incentive compensation with sales assists down the road. Initial total compensation expectations will be between $60k and $75k annual with the opportunity for more as your experience grows.

Benefits: Full

Desired Location: Tulsa, OK

Career 1 Source has been focused on executive-level recruiting since 2008, our network runs deep.

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Retirement Advisor job.