Conduct comprehensive analysis of retirement plan investment options, including asset allocation, performance, and fees
Provide advanced investment expertise and support to Sales and Service teams
Collaborate with the Advisor and Service teams to actively monitor client portfolios and recommend investment strategies
Support in the process of analyzing potential fund changes and facilitate informed decision-making within the team
Identify emerging investment trends and opportunities, highlighting potential solutions for plan sponsors
Offer in-depth insights and talking points on mutual funds for client communication

Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service
Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 90 days of hire
Strong analytical skills and the ability to translate complex investment data into clear and actionable insights for plan sponsors
Excellent communication and presentation skills to effectively present investment recommendations and industry trends
Proven ability to collaborate effectively with internal teams to deliver exceptional client service
Entrepreneurial spirit and a collaborative approach to problem-solving
Self-motivated with a commitment to excellence and a high level of integrity
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Demonstrated discipline maintaining client information in a CRM, Salesforce preferred
Proven success with multi-tasking and managing priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Regular and predictable attendance is required
Business travel up to 25%

Investment Consultant

Key skills