State Bank
Overview
The Retirement Plan Wealth Advisor is the primary fiduciary advisor for employer-sponsored retirement plans while building individual wealth relationships. This role combines technical expertise in plan administration and compliance with consultative relationship management, ensuring exceptional service to plan sponsors and participants.
Qualifications
Bachelor’s degree in finance, Business Administration, or related field.
Minimum 5 years of experience in retirement plan administration or wealth management.
Professional designations preferred: CFP, CRP, FIRS, CHFC, etc.
Strong understanding of ERISA, fiduciary responsibilities, and investment principles.
Ability to travel up to 30% to employer sites and regional offices.
Excellent communication and relationship‑building skills.
Key Responsibilities
Employer‑Sponsored Plan Management
Lead advisor for employer‑sponsored retirement plans (401(k), 403(b), etc.).
Partner with operations and third‑party administrators for accurate plan administration and compliance.
Provide plan design guidance, benchmarking, and regulatory updates to sponsors.
Conduct participant education sessions and retirement readiness consultations.
Wealth Relationship Development
Build and maintain strong relationships with plan sponsors and participants.
Identify opportunities to deliver holistic wealth management solutions, including investment, trust, and estate planning.
Operate under fiduciary standards, prioritizing client best interests.
Compliance & Governance
Maintain expertise in ERISA, fiduciary obligations, and retirement plan regulations.
Ensure adherence to State Bank Wealth Management policies and regulatory requirements.
Participate in internal audits and compliance reviews.
Preferred Skills
Consultative approach focused on client needs.
Proficiency in retirement plan platforms and financial planning tools.
Strong analytical and problem‑solving abilities.
Excellent interpersonal, communication, and sales skills.
Proven management skills.
Strong knowledge of current trust regulations and tax laws.
Valid driver’s license.
Essential Duties
Coordinate and participate in client face‑to‑face meetings; monitor staff to exceed expectations.
Provide staff with technical knowledge for employee benefit accounts and personal trust accounts.
Develop operating procedures and programs to ensure efficiency and accuracy for employee benefits and trust accounting.
Maintain accurate record keeping and reporting for client, tax, and management reports.
Communicate procedures to department personnel and ensure compliance with internal policies and regulatory requirements.
Reconcile trust issues with internal personnel and coordinate departmental tasks for efficient operations.
Report pertinent information to supervisors and maintain compliance with anti‑harassment and discrimination policies.
Physical Requirements
Ability to ascend/descend stairs and move throughout office floors.
Prolonged standing, sitting, or walking periods.
Occasional lifting of objects up to 40 pounds.
Ability to operate a motor vehicle.
Must assess and maintain accuracy, neatness, and thoroughness of assigned work.
May be exposed to outdoor elements such as precipitation and wind.
Employment Type Full‑time, Mid‑Senior level, Finance & Sales, Banking industry.
Location & Compensation Fort Wayne, IN – Salary range: $50,000.00 – $80,000.00.
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Qualifications
Bachelor’s degree in finance, Business Administration, or related field.
Minimum 5 years of experience in retirement plan administration or wealth management.
Professional designations preferred: CFP, CRP, FIRS, CHFC, etc.
Strong understanding of ERISA, fiduciary responsibilities, and investment principles.
Ability to travel up to 30% to employer sites and regional offices.
Excellent communication and relationship‑building skills.
Key Responsibilities
Employer‑Sponsored Plan Management
Lead advisor for employer‑sponsored retirement plans (401(k), 403(b), etc.).
Partner with operations and third‑party administrators for accurate plan administration and compliance.
Provide plan design guidance, benchmarking, and regulatory updates to sponsors.
Conduct participant education sessions and retirement readiness consultations.
Wealth Relationship Development
Build and maintain strong relationships with plan sponsors and participants.
Identify opportunities to deliver holistic wealth management solutions, including investment, trust, and estate planning.
Operate under fiduciary standards, prioritizing client best interests.
Compliance & Governance
Maintain expertise in ERISA, fiduciary obligations, and retirement plan regulations.
Ensure adherence to State Bank Wealth Management policies and regulatory requirements.
Participate in internal audits and compliance reviews.
Preferred Skills
Consultative approach focused on client needs.
Proficiency in retirement plan platforms and financial planning tools.
Strong analytical and problem‑solving abilities.
Excellent interpersonal, communication, and sales skills.
Proven management skills.
Strong knowledge of current trust regulations and tax laws.
Valid driver’s license.
Essential Duties
Coordinate and participate in client face‑to‑face meetings; monitor staff to exceed expectations.
Provide staff with technical knowledge for employee benefit accounts and personal trust accounts.
Develop operating procedures and programs to ensure efficiency and accuracy for employee benefits and trust accounting.
Maintain accurate record keeping and reporting for client, tax, and management reports.
Communicate procedures to department personnel and ensure compliance with internal policies and regulatory requirements.
Reconcile trust issues with internal personnel and coordinate departmental tasks for efficient operations.
Report pertinent information to supervisors and maintain compliance with anti‑harassment and discrimination policies.
Physical Requirements
Ability to ascend/descend stairs and move throughout office floors.
Prolonged standing, sitting, or walking periods.
Occasional lifting of objects up to 40 pounds.
Ability to operate a motor vehicle.
Must assess and maintain accuracy, neatness, and thoroughness of assigned work.
May be exposed to outdoor elements such as precipitation and wind.
Employment Type Full‑time, Mid‑Senior level, Finance & Sales, Banking industry.
Location & Compensation Fort Wayne, IN – Salary range: $50,000.00 – $80,000.00.
Apply Sign up to receive job alerts for “Wealth Management Advisor” roles.
#J-18808-Ljbffr