Retirement Plan Specialist

Posted 2 days ago

gemharvest executive recruitingOrange (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$100,000 - $125,000 per year

Apply

About the role

Retirement Plan Advisor Boutique Wealth Management FirmIrvine, CAA growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.

What You'll Do:

Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans
Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service
Lead sponsor and employee education meetings, including periodic client-site visits
Retain and grow existing relationships and help support the launch of the firm's PEPWhat You Bring 5+ years of client-facing retirement plan advisory experience
Bachelor's degree
Strong knowledge of 401(k), 403(b) and ERISA plansAIF, CFP or similar designation preferred
Proactive, growth-minded and collaborative approach
What's Offered$100,000–$125,000 base + approximately 10% bonus
Benefits and a collaborative, growth-oriented environment
Irvine-based role; local proximity is important

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.