Business Development, Cash Flow, Cloud Computing, Consulting, Content Management Systems (CMS), Customer Relationship Management (CRM) Systems, Detail Oriented, ERISA (Employee Retirement Income Security Act of 1974), Fiduciary, Financial Services, Identify Issues, Licensing, Microsoft Office, Organizational Skills, PHR (Professional in Human Resources), Presentation/Verbal Skills, Problem Solving Skills, Quality Management, Regulations, Regulatory Compliance, Relationship Management, Retirement Plan, Risk Management, Sales Management, Series 65, Software as a Service (SaaS), Staff Training, Talent Management, Time Management, Training/Teaching, Writing Skills
Licensed Retirement Plan Advisor
Do you love technology? Are you looking for a great company that offers growth and skills development?
Join the Payentry Team! We are actively looking for a Licensed Retirement Plan Advisor to join our retirement plan benefits team. This role would serve as the primary consultant for our clients, managing the health and compliance of their 401(k) plans while providing one-on-one financial education to their employees. This role balances relationship management, regulatory oversight, and business development.
What You'll Do:
- Serve as the plan advisor for clients and advise on plan design, investment selection, and fiduciary responsibilities.
- Act as the main point of contact for plan sponsors to ensure high retention and satisfaction.
- Identify growth opportunities for the firm.
- Conduct employee education sessions and enrollment meetings as well as individual retirement readiness sessions as needed.
- Monitor plan testing and assist with annual filings and CMS disclosures.
- Assist with preparing the required reports and with audits.
- Other duties as assigned.
What Do You Bring To Table:
- Licensing: Active Series 65 or 66 is required.
- 2-5 years of experience in retirement plan services or financial advising roles.
- Deep understanding of ERISA regulations, 401(k) compliance, and fiduciary standards.
- Strong organizational and time management skills
- Ability to meet strict deadlines and work independently.
- Proficiency in Microsoft Office Suite and CRM software.
- Excellent attention to detail and communication (written and verbal) skills.
- Excellent troubleshooting/ problem-solving skills
- Professional other certifications (PHR, CRPS, AIF) are a plus.
Location: Peachtree Corners, GA, Hybrid Schedule
Total Rewards and Growth:
- A start to a career within a fast-growing company
- A competitive benefits package including medical, dental, and vision insurance for you and your family
- 100% company-paid life, short-term, and long-term disability benefits.
- 401(k) Safe Harbor plan with up to a 4% company match with vesting from day one (1).
- Generous discretionary paid time off package with immediate eligibility.
Who is Payentry?
We offer human capital management services to employers throughout the US. Payentry. Our cloud based SaaS platform provides employer solutions that increase cash flow and efficiency, reduce risk, and give a competitive edge in managing and retaining high-quality employees.
Payentry is an EEO Employer - M/F/Disability/Protected Veteran Status