Retirement Plan Services Advisor

Allworth Financial

2 days ago

3.5 on Glassdoor

United States

Onsite

Full Time

Senior

0 applicants

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About this role

A Retirement Plan Specialist at Allworth Financial supports the firm's growth by managing retirement plan business, conducting participant education meetings, and providing fiduciary advice. The role involves client service, business development, and staying current with industry trends.

Skills

Qualifications

Bachelor’s degree in business administration, economics, finance, or equivalent work experienceSeries 6 and 65AIF or other relevant industry certificationsStrong knowledge of ERISA and fiduciary standardsProficient use of Microsoft Office programs and other internal systems

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.