Associate Retirement Plan Consultant

Description

At Aldrich Wealth, we’re seeking an enthusiastic Associate Retirement Plan Consultant to partner with our Senior and Lead Consultants in delivering critical support and guidance to retirement plan sponsors and participants. In this role, you’ll provide tailored investment advice, assist in plan design, and offer essential 401(k) education—empowering clients to achieve financial security. If you’re organized, excel in a fast-paced setting, and have a talent for relationship-building and public speaking, this is an exciting opportunity to advance your career with a dedicated team!

Why Aldrich

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.

Our holistic approach, paired with high-touch service, weaves together investment management for retirement plans, fiduciary governance, plan design consulting, and financial wellness and employee engagement. We guide our clients through today's financial and regulatory complexities to protect and grow their retirement plan assets for tomorrow.

Check out more about Aldrich at https://wealthadvisors.com/.

Requirements

You'll Get a Chance To

• Track and document client activities and service in the appropriate software
• Manage all aspects of client relationships for smaller, less complex clients
• Provide basic level of financial and investment advice to clients
• Assist in preparation and participate in client meetings, ensuring that all follow-up actions are tracked and completed
• Manage relationships for smaller, less complex clients, providing basic financial and investment advice within the Aldrich Wealth framework
• Document client activities and servicing in our CRM system, ensuring accurate and timely updates
• Network with current referral professionals and build your own professional network to expand referral resources
• Provide administrative support to advisors, including scheduling, CRM data entry, and client follow-up
• Communicate directly with clients in a professional manner, handling complex information like 401(k) plans in plain language suitable for different audiences such as CFOs and CEOs

What You Bring to the Team

• Bachelor’s degree from an accredited college or university
• 2-3 years of experience working directly with retirement plans and/or investments
• Series 65 license, or must be obtained within 6 months of employment
• Proficient in common retirement plan software as well as Microsoft Office
• Excellent verbal and written communication skills, with strong public speaking abilities
• Proficient in Microsoft Office and skilled in drafting professional documents
• Strong organizational skills, with the ability to manage multiple tasks efficiently and accurately
• A self-starter who is motivated, takes initiative, and has strong follow-through skills
• Enthusiastic, creative, and thrives in a fast-paced environment
• Capable of building relationships and collaborating effectively in a team setting
• Passionate learner with intellectual curiosity and a desire to pursue additional credentials such as CPFA and AIF
• Understanding of fundamental investment philosophies, strategies, and processes
• Ability to network with professionals in the industry and community

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
• You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the c