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Truist Retirement Plan Consultant in Irvine, California

Req ID: R0027170

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?

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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description:

The responsibility of Retirement Plan Consultant is to serve as the relationship manager and lead contact to deliver consulting & investment advisory services to qualified, non-qualified DC and DB retirement plan committees.

Precept Advisory Group is a nationally recognized retirement plan consulting & registered investment advisory firm focused on leading companies in designing, managing & optimizing high value retirement plans. Our innovative team of thought leaders thrive on delivering unbiased, independent, expert advice to all of our clients. Client Relationship Management

  • Maintain effective working relationships with assigned clients & associated vendor partners
  • Schedule, prepare for and facilitate committee meetings at client locations or virtually
  • Provide strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight and investment due diligence
  • Present advanced-level analysis in all areas of investments, including quantitative statistics & qualitative measures to provide plan specific findings & recommendations
  • Be knowledgeable about ERISA laws & guidelines to maintain advanced level consultative/advisory skills
  • Participate in DC strategy discussions with colleagues and industry partners to keep abreast of trends and changes
  • Proactively seek education opportunities thru industry organization membership, relevant designation(s)
  • Manage & oversee client related projects, as needed
  • Demonstrate proactive, solution-based approaches to enhancing client relations
  • Manage projects, educate plan participants, act as vendor liaison and other duties as assigned
  • Act as an effective liaison with Recordkeeping firms, TPA’s and Investment Companies as a Representative of PAG Skills

  • ERISA knowledge and consultative skills in the areas of ERISA, fiduciary responsibilities, strategic plan design, compliance, vendor benchmarking, plan fees and investments

  • SEC, FINRA, legislative & regulatory knowledge to serve as an Investment Advisor Representative.
  • Must have high analytical, interpersonal, written and oral communication skills with strong client service focus.
  • Deep ‘understanding’ and familiarity with investment analytic software and toolsets.
  • Strong proficiency in MS Office products and experience with spreadsheets, database management and presentation designs.
  • Must be proactive, autonomous, detail oriented, able to multitask and meet project deadlines.
  • Must be focused on professional growth, self-improvement and continuous learning. Experience and Education

  • Bachelor’s degree in Business, Finance or equivalent experience

  • Series 65 license (Investment Advisor Representative)
  • NAPA, ASPPA, InFRE, NIPA, CEBS’ or comparable industry organization’s Retirement Plan Advisor Designation or similar a plus
  • Demonstrate knowledge of ERISA laws governing qualified retirement plans and the retirement plan industry
  • Minimum seven (7) years in the retirement plan services and/or financial services industry, specifically in managing qualified and non-qualified plans
  • Must understand key plan design concepts, general plan compliance rules and fiduciary roles and responsibilities
  • Prior experience with client and vendor relationship management a plus, with excellent, professional written and verbal communication and interpersonal skills
  • Versed in all aspects of financial and investment markets with the ability to provide meaningful and updated presentations to a wide variety of audiences Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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SunTrust is federally registered service marks of SunTrust Banks, Inc.

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