Associate Wealth Advisor - Southport, United States - 5th Street Advisors, LLC

Description

• Serve as the primary point of contact for plan sponsors and participants.
• Monitor plan assets and prepare reports and presentations for plan investment committees.
• Prepare and conduct enrollment presentations as well as educational financial wellness presentations for plan participants.
• Collaborate with Record Keepers, Third-Party Administrators, and other plan fiduciaries as needed.
• Maintain existing relationships with key stakeholders and responsible parties.
• Develop relationships with prospective plan providers.
• Expand the firm's presence in the qualified retirement plan marketplace.
• Stay informed about regulatory developments and 401(k) industry best practices.

• Three or more years of experience in financial services and the qualified retirement plan marketplace.
• Bachelor's degree or higher.
• Must be willing to work onsite.
• Relevant industry credential preferred.

• Strong understanding of ERISA, IRS regulations, and other relevant laws governing retirement plans.
• Excellent written and oral communication skills.
• Excellent interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Detailoriented with strong analytical and problemsolving skills.
• A proactive mindset passionate about continuously improving workflows and leveraging technology to drive efficiency.
• Entrepreneurial spirit and ability to work in a small office setting.
• High ethical standards and commitment to maintaining client confidentiality.
• Spanish language proficiency a plus.

• 401(k)
• 401(k)

• Monday to Friday

• Inperson
• Office

• Southport, CT required)