Retirement Plan Advisor
Flagstar Bank(1 month ago)
About this role
The Retirement Plan Advisor acquires, advises, and services employer-sponsored retirement plans such as 401(k) and 403(b) plans. The role partners with plan sponsors to design, manage, and optimize retirement plans to meet fiduciary standards and regulatory requirements. The advisor serves as a trusted consultant to employers and participants, providing strategic guidance, education, and investment oversight.
Required Skills
- Plan Design
- Fiduciary Guidance
- ERISA Knowledge
- Investment Analysis
- Client Management
- Business Development
- Participant Education
- Compliance Reporting
- Risk Management
- Presentation Skills
Qualifications
- Undergraduate Degree
- Series 7
- Series 66
- Series 65
- AIF
- CPFA
- CFP
- CFA
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