Senior Retirement Plan Advisor

Integrated Talent Strategies (ITS) is seeking a Senior Retirement Plan Advisor to work in the Columbus, OH area.

Job Summary

Educate participants: Engage participants in discussions involving retirement savings and long-term investing.

• Provide a compass that points toward doing right by participants at every opportunity to change their future.
• Use investigative skills: Resolve participant issues by using technology and business authorities to identify efficient and effective methods to meet client goals.
• Be consultative: Recommend appropriate solutions to participants which align to their goals and promote growth.
• Build positive relationships: Work in a team-based environment with a diverse group of associates focused on meeting the needs of the company and participants.
• Have a defined model of success: Participate in our pay-for-performance culture where employees feel empowered to own their career with a focus on addressing participants' needs, personalizing each interaction, and valuing participants and their time.

Essential Duties and Responsibilities

• A strong desire to help families connect their wealth and purpose.
• Ability to work with clients to understand their financial goals and objectives.
• Work with advisers to prepare client plans and reports for meetings.
• Ability and desire to work in a fast-paced environment.
• Communicate client needs to the client service team.
• Participate in and contribute to adviser team discussions and planning decisions of client situations.
• Monitor client accounts for liquidity, drift, and allocation concerns.
• Participate in the development of prospect recommendations and coordinate the new client onboarding process.

Minimum Knowledge, Skills, and Abilities

• Bachelor's degree in finance or related field required.
• 3 years of experience directly related to this position desired.
• Possess credentials to be an Investment Advisor Representative.
• Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) preferred.
• Advanced understanding of investment principles, financial planning principles and tools, and understanding of other investing approaches.
• Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem solving, and customer service skills.
• Eager to seek continued industry education.

Other Skills

• Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities.
• Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals and maintaining a positive attitude.
• Professional-level communication, listening, organizational, prioritization, problem-solving, and client service skills.
• Strong work ethic, ability to multitask, efficient time management, detail-oriented.
• Experience of working in a highly customer focused service delivery role.
• Ability to work well with others in a team.
• An excellent customer focused manner at all times.
• Ability to work independently and meet deadlines.
• Ability and desire to work in a fast-paced environment.
• Ability to be proactive and to possess strategic thinking skills.
• Ability to manage change.
• A very high standard of personal responsibility.
• A good eye for detail and a desire to take responsibility, through to resolution, for issues and concerns generated by our customers.
• A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement.
• Ability to anticipate needs, adapt and be flexible.

About Integrated Talent Strategies (ITS)

ITS is an international recruiting and staffing firm specializing in Engineering, Technical and Professional positions. Founded in 1984 as a subsidiary of an engineering firm, ITS continues to remain a strategic partner for the job seeker.
Our clients include some of the largest and most respected architectural, engineering, and manufacturing companies in business today. Our ability to offer a wide range of services, and the flexibility to adjust to the changing needs of our clients, has allowed us to maintain a solid reputation for 40 years.