{"id":2203806,"url":"https://alion.io/job/rkl-esolutions-retirement-plan-advisor","title":"Retirement Plan Advisor","company":{"id":2488371,"name":"RKL eSolutions","domain":"rklesolutions.com","url":"https://alion.io/company/rklesolutions","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"staff","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":80000,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-22T00:00:00Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-10-14T13:37:52Z","board_verified":true,"closed_at":null,"days_open":23,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":23},"description":"The role of the Retirement Plan Advisor is to partner with the wealth advisory team in the provision of various retirement and benefit services, including but not limited to 401k, 457, 403B, Cash Balance, Investment Management etc. They are actively involved in leading due diligence best practices and business development initiatives across the footprint to meet firm goals.Success Factors\nResponsibilities\nConduct client meetings and present retirement solutions available alongside the wealth advisory team, including quarterly investment reviews\nProactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty\nEnsure Wealth Advisors are informed of what is included in a specific retirement plan and ensure funds are being replaced in accordance with the quarterly due diligence report\nFurther strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments\nConduct periodic plan review meetings with plan trustees, provide education and counseling to retirement plan participants, and work with the wealth advisory team to help grow the retirement plan practice\nDevelop leads, referrals from current clients and outside contacts, while increasing current accounts\nRepresent RKL Wealth Management process and investment philosophy to colleagues, clients and prospects\nProduce various client and internal reports and trouble shoot challenges for plan sponsors\nResponsible for the quarterly due diligence report and legal documentation review\nCommunicate across the RKL team on updates in the retirement plan arena and develop the communication and education strategy for assigned plans\nTrain and develop other retirement plan team members to build their expertise and ensure career success\nMaintain confidentiality with external and client information as well as internal employee and firm information\nPeople Management/Relationships\nTake initiative to be a team player (seek out opportunities to help others)\nTreat everyone with respect; develop loyalty and trust with the team\nSuccessfully adapt to different personalities and working styles\nProactively and effectively communicate information regarding status issues to team members\nHold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions\nRequired Skills\nStrong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions\nAnalytical and data-driven individual with strong problem-solving skills\nSolid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment\nAbility to use sound judgement and discretion regarding confidential information\nDrive to complete performance targets and track record of meeting/exceeding expectations\nAbility to listen to client needs and provide financial solutions, with strong networking capabilities\nAbility to shift focus and adapt to change\nEducation, Experience and Certifications\nBachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field\nKnowledge and experience working with ERISA plans and ability to comprehend legal documentation\n10+ years’ experience working in investment or financial management firm with client interaction\nCurrent license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP\nASPPA certified, CFP a plus\nExperience using CRM tools\nExcellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)\nPrevious experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)\nEssential Functions\nMust be able to remain in a stationary position as needed\nThe person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.\nConstantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer\nAbility to communicate in a professional manner and exchange information with internal and external actors as needed\nAbility to lift/carry up to 20 pounds\nAbility to work outside of normal business hours and weekends as needed\nAbility to travel to local and non-local clients as needed, overnight travel may be required\nThis job description is subject to change at any time and employee will be given additional responsibilities as assigned\nSalary Range:\n$70,000 - $80,000","description_format":"text","description_chars":4639,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Information Technology","Professional Services","Managed IT Services (MSP)"],"lifecycle":[{"event":"open","at":"2026-10-09T22:18:14Z"}],"visa":[],"liveness":{"score":75,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.83,"p_room":0.9,"age_days":22,"expected_fill_days":48,"reasons":["conf:12","win:mid"],"computed_at":"2026-10-14T06:34:16Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":false},"html_url":"https://alion.io/job/rkl-esolutions-retirement-plan-advisor","json_url":"https://alion.io/job/rkl-esolutions-retirement-plan-advisor.json","meta":{"generated_at":"2026-10-15T02:22:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3377,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2488371},"rest":"https://alion.io/mcp/rest/get_company?id=2488371"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Frkl-esolutions-retirement-plan-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Frkl-esolutions-retirement-plan-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Frkl-esolutions-retirement-plan-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/rkl-esolutions-retirement-plan-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Frkl-esolutions-retirement-plan-advisor"}]}