Retirement Plan Consultant - NWPS

Job Title

Manage relationships with accounts in order to maximize account profitability and expand revenue.

An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan administration expertise.

Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day administration, trust accounting, participant notices, plan documents and compliance testing. Continuously gain knowledge of the retirement plan industry through ongoing education.

Essential Duties and Responsibilities

• Manage a select group of retirement plans
• Responsible for all aspects of plan design
• Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting
• Drafting participant notices and plan documents
• Client relationship management ensuring high-quality deliverables
• Perform project tasks independently, and direct the efforts of others
• Anticipate client needs and formulate solutions to client issues
• Prepare and review deliverables for accuracy and quality
• Plan and participate in client meetings
• Participate in prospective client proposal presentations
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Skills

Education / Previous Experience :

Licenses / Certifications

QKA or QPA designation preferred

Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance

General Experience - 3 to 6 years

Other License Not Listed - Other

$80,000.00-$90,000.00

Less than 25%

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to :

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.