Retirement Solutions Advisor
Job Description
Job Description
The Buckingham Retirement Solutions Advisor position offers a unique opportunity to help grow the retirement solutions platform for the larger community of advisors.
This offering has been created as an enhanced 401(k) service to meet the needs and exceed the expectations of our advisor community.
The Retirement Solutions Advisor coaches and supports advisors in their pursuit and service of 401(k) business and is responsible for managing the overall relationship with assigned advisory firms.
We are open to local St. Louis candidates offering a hybrid working schedule or remote candidates who reside outside of the St. Louis area.
Essential Job Duties and Responsibilities :
Coaching and Consultation
- Coaches on marketing, communicating our value proposition, and closing new business
- Coaches on how to best serve their retirement plan clients, including how to conduct a plan review with trustees and how to educate plan participants effectively
- Provides sales support which may include site visits, co-presenting and joint calls
- Offers guidance on plan specific pricing, benchmarking, and service provider selection
- Ensures timely responses are received to questions and requests for materials or information
Practice Management
- Assists in the creation and implementation of business plans for advisor’s retirement plan business and offers consulting on practice management
- Updates advisors on 401(k) best practices, industry trends and current regulations
- Collaborates with RS Director and RS Ops and Support team to best assist advisors
- Occasional travel to visit advisors
Platform Development
- Assist with projects contributing to website and platform development
- Relationship management of partners (recordkeepers, data aggregators, plan tool providers, technology providers)
- Develops strong knowledge of preferred recordkeeper offerings
- Recommends new processes that will evolve the offering or enhance the client experience
- Attend industry events to stay on the cutting edge of industry trends
- Creates materials and content for periodic webcasts and newsletters
Basic Qualifications :
- Bachelor’s degree in related field required
- Minimum 10 years of retirement plan industry experience required
- QKA, CRPS, CPFA, QPA, AIF or other designation demonstrating industry expertise preferred
- Series 65 or equivalent
- Excellent relationship building skills
- Strong ability to anticipate, meet and exceed client needs
- Team player must strive to be a collaborative, valued member of the team
- Strong verbal and written communication skills
- Exceptional problem resolution skills
- Adapts quickly to change
- Proficient in Microsoft Office
Buckingham’s Compensation and Benefits
This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity.
Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies.
We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
Who is Buckingham Wealth Partners?
Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners.
For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts.
For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.
Buckingham employs more than 600 associates in over 50 office locations nationwide.
Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core Passion To Do Right’ and our collective success.
All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.
Buckingham’s Awards & Accolades
- Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
- Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
- Top RIA Firms, Forbes, 2022
- Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
- Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
- Top Registered Investment Advisers, Financial Times, 2020, 2019
- Top Grower in Missouri in 2022, Citywire RIA
- No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List
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