Job Description

IF THESE WORDS RESONATE WITH YOU -Client centric, detail oriented, driven, proactive, productive, positive, fun attitude -  Then please read on.

Intelligence Driven Advisers (IDA) is a wealth management and retirement plan consulting firm that specializes in providing financial planning and investment management services to families, individuals and businesses as well as tax planning and tax preparation services.

Since inception in 2009, IDA has grown from $120 million to over $1.4 billion of AUM, serving over 1200 clients and we have only just scratched the surface.

We take a comprehensive approach to managing all aspects of our clients’ financial lives. Our ideal candidate is someone that is reliable, dependable, and loyal; a friendly, professional, and outgoing person who enjoys working with people and shares our values. They have a strong sense of doing the right thing and should be passionate about helping others.  Resourcefulness, critical thinking skills and strong attention to detail are vitally important for this role. 

We are looking for a long-term relationship and will foster growth with a career plan, training and development.

We are a high-energy, highly supportive team of professionals who are passionate about our clients’ financial wellbeing and work very hard to provide them with the absolute highest level of service and experience. Ready to take the leap on one of the fastest-growing RIAs in the country?

Read the job description below and if it’s the right fit for you, then what are you waiting for? Apply now!

Primary Duties & Responsibilities:

• The Retirement Plan Specialist (RPS) position combines both advisory and client service roles in support of a lead retirement plan adviser and their team.
• Advisory roles include executing on new business development initiatives, client relationship management, retirement plan consulting, financial planning, supporting client plan review and education meetings, meeting preparation and meeting follow-up.
• Client Service roles include onboarding new clients, facilitating participant rollovers, completing tasks for existing clients, working within the client service team and supporting the lead adviser on day-to-day service requests.
• Ensuring that the client experience is upheld
• Assist in client and other firm related marketing and events

Experience and Education Requirements:

• College Bachelor’s degree
• S65 or S66 license preferred
• 3+ years of experience in the retirement plan industry
• Proficient experience in Microsoft Office Products

Job Skills and Attributes:

• Excellent verbal and written communication skills
• Extremely organized and efficient time management skills
• Exceptional attention to detail and problem-solving ability
• Exceptional client service skills
• Demonstrated organizational skills with the ability to set, organize and meet deadlines amidst competing priorities
• Ability to work with all levels within the company to promptly resolve issues or recommend improvements
• Ability to work independently and be a collaborative team member
• Outgoing, dynamic personality, people person

Compensation Package

• Base salary plus incentive compensation
• Benefits include 401(k) plan with Profit Sharing, Employer Subsidized Healthcare plan and Employer matching on HSA contributions, Local gym membership subsidization, Flexible PTO

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