Retirement Plan Services Advsior

Retirement Plan Services Advisor

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.

Job Profile Summary

The Retirement Plan Services Advisor is the primary point of contact for our clients, managing and deepening relationships within local markets while delivering exceptional service and support. The Retirement Plan Services Advisor works with clients to understand their retirement plan needs, provide tailored solutions, and ensure their satisfaction with our services. The Retirement Plan Services Advisor involves collaborating with various internal teams to enhance client experience, drive client retention, and expand our retirement plan business.

Essential Functions/Responsibilities

• Provide clients with expert advice on retirement plan options and strategies.
• Develop and maintain strong, long-lasting client relationships within local markets.
• Assist clients in understanding regulatory changes and how they impact their retirement plans.
• Serve as the main liaison between the bank and its retirement plan clients.
• Ensure the efficient administration of retirement plans in accordance with client requirements and regulatory standards.
• Identify opportunities to expand relationships with existing clients and acquire new business.
• Ensure compliance with all relevant regulations and internal policies.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions

• Bachelor's degree in Finance, Business Administration, or related field.
• Minimum of 5 years' experience in relationship management within the financial services industry, with focus on retirement plans.
• In-depth knowledge of retirement plan products, regulations, and industry trends.
• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities.
• Proficiency in using CRM software and other financial tools.
• Strong attention to detail and organizational skills.

Preferred Knowledge and Skills

• CFP or CRPS certification.

Level of Complexity and Scope

Managing moderately complex client relationships and making decisions that impact client satisfactions and retention.

Degree of Independence and Decision-Making

Works independently to develop strategies for improving client engagement and identifying opportunities for business growth.

Required Supervisory Responsibilities

No direct supervisory responsibilities, but will lead project teams and coordinate with internal departments to achieve client objectives.

Physical Requirements

• Normal working office environment.
• Long periods of sitting at desk.
• Ability to multitask including phone calls and computer input simultaneously.
• Communication with external clients required.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Pay Range $107,000/year to $142,760/year

Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.