Consultant | Retirement Plan Consulting

 Are you an expert in all things 401(k) and workplace savings programs? Do you thrive in a highly accountable environment? Do you have an entrepreneurial spirit? Then read on!

About LoVasco

LoVasco's Retirement Plan Consulting Group serves as the outsourced Chief Retirement Officer (CRO) to mid-sized employers. We help 401(k) & 403(b) plan sponsors manage their fiduciary duties and provide their employees access to quality, unbiased financial guidance. We are an energetic, rapidly growing company that values our commitment to taking care of the people you care about.

Located in downtown Detroit, LoVasco hires team members with a shared passion for accountability, extreme ownership, and an overall getting things done attitude. We've found this translates into a level of client service and work environment unmatched by our competitors.

Job Summary

The Retirement Plan Consultant's primary roles are to (1) lead existing client engagements and (2) participate in the new business process with other sales team members. This unique opportunity involves taking over a current book of 401(k), 403(b), and pension consulting business.

Job Responsibilities

• Lead Key Accounts: Lead current clients through LoVasco’s ongoing fiduciary governance process, including quarterly investment reviews, plan design optimization, operational audits, ERISA compliance resolution, and quarterbacking any other day-to-day projects on behalf of our clients.
• Financial Wellness Expert: Deliver financial wellness meetings/webinars and take calls/zoom meetings from participants seeking advice/guidance.
• Investment Committee Member: Participate in the firm's investment research committee overseeing investment recommendations made to our clients.
• Business Development: Support our sales team in nurturing and closing new business opportunities.

This role is directly accountable to the managing director of our Retirement Plan Consulting team. It is supported by an analyst and software engineer tasked with report generation, investment research/analysis, and overall support of our consulting process.

Compensation

Salary commemorative with experience, including the opportunity for bonus incentives designed to encourage client retention and growth. This compensation model is designed to provide nearly unlimited upside potential for the right entrepreneurial-minded individual.

About You

People who thrive in this position:

• Possess an entrepreneurial spirit – driven to grow professionally and personally
• A connector of people – enjoys engaging with people, cultivating positive relationships; robust network
• Naturally curious – interested in new ideas, absorbing information, curious about many topics
• Loves organization and project management – finds satisfaction in creating structure out of ambiguity
• Heart of servant – Always look for opportunities to help
• Values effective communication – believes that words matter and takes pride in written and verbal communication skills
• Process-oriented and have knowledge of and/or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects/tasks

Education, Training, and Experience

• Bachelor's degree in business administration, Accounting, Finance, Economics, Communications, or other related field or commensurate work experience
• 5+ years of job experience directly serving Retirement Plan sponsors
• Current holder or are willing to pursue industry designations such as CFP, CPFA, AIF, and/or other ASAPA designations
• Required licenses include Series 7, and either a Series 66 or the combination of a Series 63 and Series 65
• experience helping plan sponsors oversee their retirement programs

Benefits

• Medical Insurance, including Health Savings Account options
• Dental Insurance
• Vision Insurance
• 401(k) plan and company match
• Employer-paid life insurance
• Employer-paid short-term and long-term disability insurance
• Flexible spending account
• Generous paid time off
• Paid parental leave
• Summer Friday hours
• Professional development assistance
• Volunteer days with local charity
• Team building events and outings