Retirement Plan Investment Consultant

White Plains, New York
Salary is based on experience and includes 401k plan and health benefits
Sep 27, 2017
Oct 27, 2017
Industry Sector
Consulting Firm
CFA Charterholder
Employment Type
Full Time

Strategic Retirement Group (SRG) is a White Plains, NY based Registered Investment Advisor specializing in institutional retirement plan consulting and investment advisory services.  Because of our continued growth we are recruiting for a new position, Retirement Plan Investment Consultant.  SRG delivers the expertise employers’ need to help manage their risk, follow a sound fiduciary process, prudently select plan investments, optimize plan design, and obtain the best value from the plan vendors.

The ideal candidate is currently a CFA holder; or is looking for an opportunity to progress to achieving a CFA designation.

Below is a brief description of what we are looking for:


Key Responsibilities and Duties

  • Coordination, preparation and attendance at client committee meetings
  • Perform and draft investment analysis and create necessary client reports
  • Investment research, monitoring & analysis
  • Client and industry surveys
  • Implement new work flow technology

Candidate Requirements

  • 2 or more years of experiences within the financial services or retirement plan industry
  • Understanding of the capital markets
  • High level of proficiency skills in Excel, Word and PowerPoint
  • Strong ethical character and moral compass
  • Team-oriented
  • Well-organized and can work independently
  • Strong interpersonal skills, organizational skills and ability to multitask
  • Strong oral and written skill
  • B.S./B.A. in Finance, Math, or Economics