Retirement Plan Advisor

RKL LLP

. Partner with the wealth advisory team to provide retirement and benefit services, including 401(k), 457, 403(b), Cash Balance, and investment management services .

Posted 9/18/2026full-timeYork • Pennsylvania • United StatesSeniorLead💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement and benefit services, including ERISA plans and investment management. Proven ability to build client relationships, conduct due diligence, and provide strategic financial solutions.

Highest-signal resume keywords

Retirement Plan ServicesERISA ComplianceFINRA Series 65Client Relationship ManagementInvestment Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisProject ManagementData-Driven Problem SolvingLegal Documentation ComprehensionInvestment Tools Proficiency

Soft Skills

Strong Communication SkillsClient Needs AssessmentAdaptabilityConfidentiality ManagementTeam Collaboration

Tools & Technologies

CRM ToolsMicrosoft Office SuiteBloombergCharles SchwabTamarac

Certifications & Qualifications

CFACFPASPPA CertificationFINRA Series 7FINRA Series 66

Industry Keywords

Wealth ManagementInvestment Management ServicesRetirement SolutionsQuarterly Due DiligenceClient Education

About the role

Key responsibilities & impact

Partner with the wealth advisory team to provide retirement and benefit services, including 401(k), 457, 403(b), Cash Balance, and investment management services
Lead due diligence best practices and business development initiatives across the firm's footprint
Conduct client meetings and present retirement solutions, including quarterly investment reviews
Research industry trends and provide relevant information to clients and team members
Inform Wealth Advisors about retirement plan provisions and ensure funds are replaced according to quarterly due diligence reports
Strengthen client relationships by anticipating needs, exceeding service expectations, and following through on commitments
Conduct periodic plan review meetings with trustees and provide education and counseling to plan participants
Develop leads and referrals while increasing current accounts
Represent RKL Wealth Management's processes and investment philosophy
Produce client and internal reports and troubleshoot challenges for plan sponsors
Prepare the quarterly due diligence report and review legal documentation
Communicate retirement plan updates across the RKL team and develop communication and education strategies
Train and develop other retirement plan team members
Maintain confidentiality of external, client, employee, and firm information
Collaborate with team members, communicate work status, and seek continuous feedback

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field
Knowledge and experience working with ERISA plans and ability to comprehend legal documentation
10+ years’ experience working in investment or financial management firm with client interaction
Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP
ASPPA certified, CFP a plus
Experience using CRM tools
Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)
Strong written and verbal communication skills
Analytical and data-driven problem-solving skills
Project management skills and ability to coordinate multiple projects
Ability to use sound judgment and discretion regarding confidential information
Ability to meet performance targets
Ability to listen to client needs and provide financial solutions
Ability to adapt to change
Ability to work outside normal business hours and weekends as needed
Ability to travel to local and non-local clients; overnight travel may be required
Ability to lift/carry up to 20 pounds
Must be able to remain stationary as needed and occasionally move within offices
Ability to operate computers and office productivity machinery
Ability to communicate professionally with internal and external stakeholders