Retirement Plan Advisor
RKL LLP(1 month ago)
About this role
The Retirement Plan Advisor partners with the wealth advisory team to deliver retirement and benefit services across 401(k), 403(b), 457, Cash Balance and related plans. The role supports business development and leads due diligence initiatives to align retirement solutions with firm goals and client needs.
Required Skills
- Client Meetings
- Retirement Plans
- Due Diligence
- Investment Management
- Financial Analysis
- Project Management
- Communication
- Data Analysis
- CRM
- Microsoft Office
Qualifications
- BS in Finance
- BS in Accounting
- BS in Economics
- BS in Business Management
- Series 65
- Series 7
- Series 66
- CFA
- CFP
- ASPPA
About RKL LLP
rklcpa.comRKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
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