Retirement Plan Advisor I/II/III
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![]() United States, Alabama, Birmingham | |||||||||||||||
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Retirement Plan Advisor I/II/III Location
US-MS-Jackson | US-AL-Birmingham
Overview This job's main focus is to service existing clients, Plan Sponsors, and plan participants and develop new clients as well as develop and cultivate relationships with internal bank partners, external advisors, and centers of influence. All tasks are to be performed within the limits and expectations of the current policies and procedures, in collaboration with the Firm Operations unit, and the expectations and instructions of the managing supervisor. This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply. Responsibilities
Servicing existing clients, plan sponsors and plan participants, including in-person meetings, telephone calls, emails, and exchange of written documents.
Qualifications
Level II Additional Qualifications:
Level III Additional Qualifications:
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to travel for lengthy periods of time via car or airplane. |