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Job Description Retirement Plan Advisor Rochester, Buffalo, or Syracuse, New York Insero Talent Solutions is partnering with a rapidly growing national financial services firm on the recruitment of a Retirement Plan Advisor. This position stems from the organization's continued growth and expansion of its retirement advisory practice. This is an excellent opportunity for a relationship-driven retirement plan professional who enjoys serving as a trusted advisor to plan sponsors, retirement committees, and participants. The Retirement Plan Advisor will play a highly visible role supporting clients through all phases of retirement plan management, including fiduciary guidance, plan design consulting, investment oversight, participant education, and ongoing relationship management. The organization offers a collaborative, client-focused environment with strong long-term growth potential and the opportunity to work alongside experienced professionals within a well-established and expanding national platform. Responsibilities: • Serve as the lead advisor and primary relationship contact for retirement plan clients, maintaining and developing relationships with plan sponsors, retirement committees, and participants., • Manage a portfolio of retirement plan clients while delivering a high level of proactive client service and strategic guidance across various industries and plan sizes., • Lead client review meetings and present on key areas including plan performance, fiduciary responsibilities, legislative updates, investment reviews, fee analysis, and participant outcomes., • Provide fiduciary consulting and plan design recommendations aligned with client goals and objectives., • Support clients with retirement plan compliance matters and coordinate required annual notices and documentation with external service providers., • Facilitate retirement plan onboarding, conversions, and implementation activities, including coordination with third-party administrators and investment providers., • Oversee ongoing plan administration, reporting, issue resolution, and service coordination while ensuring a seamless client experience., • Develop and deliver employee education and communication programs designed to improve participant engagement, deferral rates, and investment diversification., • Conduct both group employee education sessions and individual participant meetings., • Provide technical expertise and guidance related to retirement plan regulations, fiduciary matters, and industry best practices., • Troubleshoot complex plan and participant issues while coordinating resolution efforts internally and externally as needed., • Review compliance testing and Form 5500 preparations in partnership with external providers., • Identify opportunities to introduce additional wealth management and advisory services where appropriate., • Partner collaboratively with internal teams and external service providers to support overall client success., • Assist with additional projects and initiatives as the organization continues to grow. Qualifications: • Bachelor's degree in Business, Finance, Accounting, or a related field required; MBA or advanced degree preferred., • 5+ years of experience within retirement plan consulting, relationship management, fiduciary advisory, or retirement plan administration., • Strong knowledge of 401(k), 403(b), and qualified retirement plans., • Experience advising plan sponsors and retirement plan committees on fiduciary and plan design matters., • FINRA Series 65 license, preferred., • CPFA and/or QKA designations, strongly preferred., • Strong presentation, communication, and relationship management skills., • Ability to navigate complex client situations and provide thoughtful, consultative solutions., • Highly organized with strong attention to detail and the ability to manage multiple priorities effectively., • Collaborative, proactive, and client-service oriented mindset., • High degree of interpersonal skills with the ability to collaborate effectively across internal teams and departments.

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Apply fast, check the full description by scrolling below to find out the full requirements for this role.Availability: Applying To This Requisition Allows You To Be Considered For Multiple Opportunities.Please Provide As Much Availability That Works With Your Schedule.Age Requirement: Must be 18 ye