The Retirement Plan Advisor serves as a trusted contact on a assigned accounts including defined contribution (401k) plan clients, while seeking new business opportunities. The Advisor collaborates closely with the Retirement Plan Client Executive and Portfolio Manager to meet the needs of the clients, Plan Sponsors, and participants. The Advisor will engage with existing clients, prospects, internal teams, and external partners to foster relationships and drive business growth.

This position may be filled as a Level I, II or III.  Additional responsibilities and qualifications apply.