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Retirement Plan Consultant
Irvine, CA
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Burnham Gibson Wealth Advisors, LLC, is a registered investment advisory firm offering financial planning and investment advice for individuals, and retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Retirement Plan Consultant. This is primarily a service role, not sales. We’d love to hear from you if you think you’d be a fit.

Responsibilities

  • Develop and maintain relationships with key retirement plan sponsors (Primarily 401(k), but also 403(b), 457(b)(f), and Defined Benefit) with a focus on client satisfaction and retention
  • Provide advice and support to plan fiduciaries in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan
  • Lead meetings with key decision makers and drive results
  • Generate client deliverables such as investment reviews and plan reviews with an extremely high emphasis on accuracy and meeting stringent deadlines
  • Respond promptly to client inquiries and troubleshoot administrative issues in conjunction with the Provider and/or TPA
  • Coordinate RFP’s and benchmark retirement plan vendors in the areas of pricing, services, and technology. Keep up to date on competing Provider offerings
  • Conduct participant education meetings and seminars, including one-on-one consultations
  • Partner with the Provider and Sponsor to help ensure smooth plan conversions and troubleshoot the process
  • Maintain CRM databases and files on a real time basis
  • Special projects as needed

Qualifications

  • Minimum 5 years of relevant experience dealing with institutional retirement plans, preferably in a client facing role
  • Polished written and oral communication skills
  • Working knowledge of retirement plans and investment analytics
  • Working knowledge of RPAG investment analysis software
  • Prior experience with CRM software. Redtail a plus, but not necessary.
  • A proven track record of excellent customer service and client retention (client reference list a plus)
  • Series 65 and State Life Insurance License required
  • Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
  • Extremely detail oriented, exceptional follow through, and reliable in all aspects
  • Bachelor’s degree required (high GPA a plus.)
  • Industry designations preferred

We offer a competitive compensation and benefits package including base salary, performance bonus, 401(k) with match, comprehensive benefits, and a healthy stable working environment. Compensation commensurate with experience.

To be considered, provide a copy of your cover letter and resume in PDF format to careers@burnhamgibson.com and reference “Retirement Plan Consultant” in the subject line. Please, no calls.

Burnham Gibson Wealth Advisors, LLC, is an equal opportunity employer located in Irvine, CA.

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Let’s talk about your challenges.

We’re ready when you are. Get in touch and a friendly Burnham Gibson advisor is prepared to discuss the issues you’re facing, ask a few questions to get a fuller picture, and make a plan to follow up.

Investment advisory and asset management services are offered by investment adviser representatives (IARs) through Burnham Gibson Wealth Advisors, LLC (Burnham Gibson), a registered investment adviser, and indirect subsidiary of Baldwin Risk Partners, LLC and BRP Group, Inc.  Please note that although Burnham Gibson Wealth Advisors, LLC is a “registered investment adviser”, readers should be aware that registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Additional  information about the Adviser is available on the SEC’s website at www.adviserinfo.sec.gov.

Burnham Gibson IARs are also, separately and apart from Burnham Gibson, registered representatives who offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC  (Equitable Financial Advisors in MI and TN), as well as agents who offer insurance and annuity products through Equitable Network, LLC, which conducts business as Equitable Network Insurance Agency of California, LLC in CA,  as Equitable Network Insurance Agency of Utah, LLC, in UT, and as Equitable Network of Puerto Rico, Inc., in PR.  For more information about Equitable Advisors, LLC, you may visit  https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.  Equitable Advisors and Equitable Network do not provide ERISA fiduciary, tax or legal advice and are not affiliates of Burnham Gibson, Baldwin Risk Partners, LLC and BRP Group, Inc.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  AGE-160218 (5/21) (Exp. 5/25)

Please note that any Burnham Gibson IAR holding the QKA (Qualified 401(k) Plan Administrator) and/or the CPFA (Certified Plan Fiduciary Advisor) professional designation does so only in his or her capacity as an IAR with Burnham Gibson and entirely outside of Equitable Advisors and Equitable Network.  Neither designation reflects any Equitable Advisors or Equitable Network service or product offering.   CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  The CLU®, ChFC®, Chartered Life Underwriter® and Chartered Financial Consultant® marks are the property of The American College, which reserves sole rights to its use, and is used by permission.

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