Investment Advisor

The primary responsibilities of the Investment Advisor is to formulate and deliver investment, financial and demographic analyses to our 401K Plan Sponsor clients and their employees.  The position will be expected to demonstrate a deep understanding of both financial planning and investment management concepts.

Essential Duties and Responsibilities:

Evaluate and make strategic investment recommendations serving retirement plan clients that reflect diligence and a reasonable basis. Support existing and prospective client investment needs. Deliver regular updates to Plan committees. Assist clients in documenting investment due diligence activities consistent with their fiduciary responsibilities. Manage and coordinate internal research resources to deliver review collateral. Manage the workflow of cases from onboarding to review meetings. Provide plan participant education and support. Provide superior client service by communicating effectively with both clients and internal partners. Maintain client files according to company and industry compliance requirements.