Retirement Fee & Investment Consultant

We are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Retirement Fee & Investment Consultant role with Prime Capital Investment Advisors, LLC/Qualified Plan Advisors. Prime Capital Investment Advisors, LLC truly cares about their clients and staff. Our standards are to be the very best and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to join our team.

Prime Capital Investment Advisors (“PCIA”)

PCIA is a Registered Investment Advisor (“RIA”) with $25 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 70 nationwide offices. PCIA operates primarily through 3 brands. Prime Capital Wealth Management (PCWM) serves over 15,000 individual wealth management households and provides a full array of services from financial planning to investment management. Qualified Plan Advisors (QPA) provides retirement plan consulting services to medium and large employers across the United States, serving 800 employers and several hundred thousand retirement plan participants. Financial Fitness for Life provides financial wellness, education, and asset management services to retirement participants, as well as data analytics services to employers.

Description The Retirement Plan Fee & Investment Consultant provides professional support to Consultants and/or Senior Associates in a challenging, fast-paced environment. The Retirement Plan Fee & Investment Consulting position provides the opportunity to work with advisors to optimize their book of business. This individual must excel with written and oral communication, as explanation of fees and rules will be paramount to success. Attention to detail in regards to accuracy of the presentations shared with consultants is of vital importance. This position requires at least 3 years of experience in the retirement plan/benefits industry, an understanding of fees paid to different entities in the industry, and a knowledge of ERISA law.

Responsibilities:

• Oversee Retirement Plan Associate’s daily workload
• Schedule calls/meetings with advisors to discuss the following topics as appropriate in a plan’s lifecycle: Retirement plan prospecting, recordkeeper pricing, investment analysis, benchmarking, and plan solutions
• Quarterback special projects as directed by National Retirement Practice Leader
• Assist Retirement Plan Associate in preparing Quarterly Investment Reviews as needed
• Manage fund change projects for all plans and vendors
• Manage enrollment process for all plans with Retirement Plan Associate
• Oversee recordkeeper/TPA provider relations
• Oversee DCIO relations
• Identify industry trends and work to maintain QPA’s competitiveness in the market landscape

Education/Experience:

• Bachelor’s degree or equivalent educational training or business experience required
• At least 3 years benefits/financial experience required
• Experience with Microsoft Office Suite required

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Retirement Plan: 1 year (Required)
• Financial services: 1 year (Required)

Ability to Commute:

• Suite 150 Overland Park, KS 66211 (Required)

Ability to Relocate:

• Suite 150 Overland Park, KS 66211: Relocate before starting work (Required)

Work Location: In person