About this opportunity
R&R Wealth Management LLC lists this Retirement Plan Relationship Manager opportunity in city of pewaukee, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Locations
Showing 1 location Waukesha Office
N14W23900 Stoneridge Dr
Waukesha, WI 53188, USA
+2 more locations On-site
Service
Full-Time
Requisition #: RELAT
Description
Retirement Plan Relationship Manager
Strong retirement plans start with understanding the people they serve. At R&R Wealth Management, you’ll help business owners evaluate their plans, support employees, and make retirement planning easier to understand.
R&R Wealth Management, an affiliate of R&R Insurance Services, Inc., is seeking an experienced Retirement Plan Relationship Manager. Combine your technical expertise and relationship-building skills in meaningful work with a team that values collaboration, professional development, and work-life balance.
What You’ll Do
As a retirement plan resource for our Wealth Management team, you’ll help employers evaluate their plans and educate participants to make informed decisions.
Build lasting client relationships. Partner with business owners and plan sponsors to understand their goals and provide ongoing guidance on employer-sponsored retirement plans.
Evaluate plans and recommend improvements. Analyze existing and prospective plans to identify inefficiencies, assess investment options, and recommend improvements for employers and participants.
Make retirement planning approachable. Lead enrollment meetings and group presentations, and meet individually with employees to discuss retirement goals, plan features, and investment options.
Provide knowledgeable support . Explain plan provisions, policies, procedures, and applicable requirements to eligible employees and beneficiaries. Prepare retirement and benefits calculations and analyses, including contribution withdrawals and deferred retirement.
Create useful educational resources. Prepare enrollment materials and participant communications that make complex information clear and actionable.
Support accurate, compliant plan operations. Help ensure retirement plan services comply with applicable regulations, plan requirements, and company policies while protecting confidential client information.
Keep your expertise current. Stay informed about market trends and industry developments through meetings with product sponsors, research on fund companies and securities products, and continuing education.
What You’ll Bring
At least three years of financial services, securities, or mutual fund industry experience focused on qualified retirement plans
Current FINRA Series 7 and Series 66 registrations
A solid understanding of retirement plan laws, regulations, and requirements
Ability to build trust and maintain strong relationships with business owners, plan sponsors, and participants
Strong presentation, sales, and client service skills, including the ability to explain complex topics in practical terms
Analytical thinking and sound judgment to assess client needs and evaluate plan options
Clear written and verbal communication, strong listening skills, and a collaborative approach
A commitment to ethical conduct, confidentiality, and putting clients’ interests first
Why Join R&R Wealth Management?
Build a rewarding career with meaningful work, room to grow, and time for life outside the office. At R&R, you’ll find knowledgeable colleagues, technology that supports your work, and a team that values your expertise and ideas.
Our benefits and perks include:
Competitive pay and paid time off
Company-paid licensing and continuing education
Medical, dental, vision, life, and disability insurance, plus flexible spending accounts
A 401(k) with company match and annual profit sharing
An on-site fitness center and café, plus ergonomic workspaces with sit/stand desks
A smart casual dress code
Opportunities to support the community through fundraising and volunteer involvement
Discounted passes to local attractions and discounts on personal auto and homeowners insurance
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.