Retirement Plan Advisor - Buffalo-Niagara Falls Area
1 month ago

Job summary
The Retirement Plan Advisor is responsible for acquiring advising and servicing employer-sponsored retirement plans including 401 k 403 b and other qualified plans This role partners with plan sponsors to design manage and optimize retirement plans that meet fiduciary standards regulatory requirements and participant needs The advisor acts as a trusted consultant to employers and plan participants delivering strategic guidance education and investment oversight.Qualifications
- Education level: Undergraduate Degree (4 years or equivalent) in Finance Business Economics preferred
- Minimum experience required: 8+ Years advising employer-sponsored retirement plans.
Job description
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