401(k)/403(b) Participant Advisor

  • Greenspring Advisors
  • Towson, MD, USA
  • May 28, 2021

Job Description

401(k)/403(b) Participant Advisor – Towson, MD The 401(k)/403(b) Participant Advisor will be part of the team that provides on-demand financial planning and fiduciary investment advice to the employees of our corporate retirement plan clients. You will work on a 1:1 basis determine the financial needs of clients and to provide advice and make recommendations on products and services that best meet their needs. Duties may include assessing assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. The candidate will be working as part of the firm’s Institutional Client Group. This role requires some travel. Responsibilities Review and provide on-demand financial planning recommendations and analysis Review and recommend 401(k) and 403(b) plan investment strategies Lead 1:1 participant meetings (in-person or via web/phone conference) Conduct group education sessions (in-person and/or webinars) on various financial planning topics and issues Utilize Greenspring’s financial wellness and fiduciary advice platform to engage and support employees Work with the Institutional Client Group to track and report on activities and outcomes for ongoing client management Interact with plan sponsors and retirement plan committees in both the pre-sales and post-sales process Document all activities in Salesforce Embody Greenspring’s Core Purpose and Core Values Job Requirements INDUSTRY/BUSINESS EXPERIENCE Minimum 2-3 years in financial services industry, preferably in an investment/financial planning capacity. Experience working with defined contribution plans a major plus EDUCATION Bachelor’s degree and CERTIFIED FINANCIAL PLANNER™ certification required LICENSES FINRA Series 65 or 66 required SKILLS & KNOWLEDGE Detail-oriented and methodical; critical thinking and process oriented Follows up and follows through Strong organizational skills with a proven ability to multi-task and manage multiple projects A team player with good interpersonal skills and the ability to work collaboratively across departments, in addition to the ability to be highly relational with clients Ability to excel in a fast-paced, changing environment Willingness to take initiative and problem solve Strong organizational skills with a proven ability to multi-task and manage multiple projects Excellent oral and written communication skills, as well as presentation skills Self-starter who is assertive, proactive, independent, flexible and accommodating Experience working with defined contribution plans a major plus Experience in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, and/or RightCapital a major plus If you are interested in applying for the Participant Advisor position please submit your resume using the “Apply Now” link below. COMPANY PROFILE Greenspring Advisors is a fee-only, independent advisory firm. We manage over $3.5 billion for approximately 450 families and institutions across the country. For 15 years we have been incredibly fortunate to work with great clients, build an awesome team and give back nearly $1 million to the communities in which we live and work through our Greenspring Charitable Fund and Greenspring Grant Program. At Greenspring, we have much to be grateful for and while a lot has changed since the beginning, one thing has remained constant – our clients come first. Greenspring is consistently ranked as one of the country’s leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We recently were awarded by both Investment News and The Daily Record as a “Best Place to Work”. We offer a competitive compensation package including: Health, dental and vision Insurance Health savings accounts (HSAs) 401(k) plan with employer match and discretionary profit sharing contributions Paid leave & vacation allowance, including maternity/paternity benefits Access to short-term and long-term disability insurance Access to group term life insurance Annual professional development stipend for continuing education, courses, conference attendance, etc. Stand-up desks, dual computer monitors, monthly social events and volunteer hours