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    Retirement Solutions Advisor - St Louis, United States - Buckingham Strategic Wealth

    Buckingham Strategic Wealth
    Buckingham Strategic Wealth St Louis, United States

    3 weeks ago

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    Description
    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

    #J-18808-Ljbffr
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