Retirement Plan Investment ConsultantCOMPANY: Benefit Funding Services Group (BFSG)
LOCATION: Irvine, California
COMPANY OVERVIEW / POSITION OBJECTIVE: BFSG is a growing, southern California-based, advisory consulting firm specializing in the design and implementation of customized fiduciary solutions for defined contribution plans, defined benefit plans, and institutional clients. We operate as an SEC Registered Investment Advisor (“RIA”) firm, and are a Focus Financial Partners, LLC partner firm. Focus, which has a presence across the United States as well as in Europe, consists of 33 partner firms, 1,000+ employees, and $80+ billion in assets under management.
BFSG strives to provide our clients with plan-related investment and fiduciary compliance solutions, while minimizing liability. Our services include investment consulting, fiduciary compliance consulting, employee education / communication, and plan costs analysis.
The firm seeks a highly motivated, investment-focused professional to grow our consulting team.
JOB DESCRIPTION: As a BFSG Retirement Plan Consultant you will be responsible for providing proactive retirement plan consulting services to our plan sponsor clients, with a strong emphasis in investment consulting. The position also requires consulting in the areas of fiduciary compliance, cost assessment, and plan-related operations.
Primary duties include:§ Providing quarterly market updates and investment advice to a wide range of institutional clients regarding establishment of an investment policy statement, selection of mutual fund investment managers, and monitoring of investments in their plan
§ Working with the firm’s investment analysts in a team environment to enhance investment review strategies and reporting content
§ Assisting with asset allocation model creation
§ Maintaining up-to-date retirement plan industry knowledge to provide fiduciary compliance and plan operation consulting
§ Assessing fees and providing plan-related cost reduction solutions
§ Researching and resolving client issues
§ Maintaining retirement plan marketplace visibility through public speaking engagements, participating in professional societies, and collaborating to publish white papers on relevant industry topics
§ Assisting with all aspects of the client relationship to ensure issues are addressed professionally and in a timely manner
QUALIFICATIONS / DESIRED TRAITS:
- Bachelor’s Degree
- Strong interest and demonstrated experience in investment consulting
- Institutional retirement plan consulting experience preferred, though not required
- Exceptional planning and organizational skills
- Customer service oriented
- Proven ability to work independently and function effectively within a team environment
- Outstanding written and verbal communication skills
- Project management skills
- Proficiency in Microsoft Word, Excel, PowerPoint, Outlook and Salesforce
To apply, please email your resume to firstname.lastname@example.org