Wealth RPS Advisor

About the Role

Key Responsibilities

• Develop and implement a personal business plan focused on acquiring new clients, generating referrals, and retaining existing relationships. In addition to community involvement, there is a strong focus on internal partnerships and referrals.
• Engage business owners through consultative financial planning to understand and address their objectives.
• Advise plan sponsors on conversions, design, amendments, and administration of employee retirement plans.
• Interpret plan documents, respond to sponsor and employee inquiries, and conduct educational meetings.
• Act as the primary liaison, building strong relationships with clients, investment managers, and recordkeeping teams.
• Coordinate client interactions to ensure seamless transactions and clear communication of complex financial solutions.
• Assemble internal specialist teams to deliver holistic solutions and match client needs in brokerage, mortgage, and commercial banking services.

Qualifications

• Bachelor’s degree and at least 4 years of experience working with business and organization leaders and/or affluent clientele (or equivalent combination of education and experience).
• Series 65 license required, or ability to obtain within 90 days of hire.
• Proven expertise in sales, networking, negotiation, business development, and execution.
• Strong knowledge of investment management, financial planning, and retirement plan services.
• Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable.
• Familiarity with Lending/Banking, Qualified Plans, and Business Succession is a plus.
• If you are ready to make an impact by helping business owners provide outstanding retirement benefits to their employees, we invite you to apply and be a part of our dedicated team!
• Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.