*Please note this role is open to remote candidates based in CA*
Nationally recognized Saint Louis based fee-only Wealth Management company is seeking a Relationship Manager for our Retirement Plan Advisors Division supporting our California clients. This division focuses exclusively on qualified retirement plans, assisting business owners with investments, plan management tasks and helping employees prepare for retirement.
Plancorp advocates for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.
Who We Are:
- Nationally recognized fee-only RIA firm
- St. Louis based; in business for 35+ years
- AUM approx. $10 billion
What You’ll Do
- Serve as the day-to-day relationship manager for corporate retirement plan clients, coordinating plan management and issue resolution
- Lead and participate in trustee meetings, including preparation of materials and follow-up on action items
- Deliver employee education and enrollment meetings, both in-person and virtually
- Partner with internal teams and external service providers (recordkeepers, TPAs, custodians) to support plan operations
- Review client invoices, quarterly investment reports, and plan-related documentation
- Support client retention through proactive communication and thoughtful problem-solving
- Assist with plan conversions, terminations, and ongoing service initiatives
- Contribute to team training, process improvement, and development of client-facing materials
What You Bring
- The Relationship Manager for Retirement Plans position requires the following qualifications.
- Bachelor’s Degree (preferably in business).
- Registration as an IAR in California and Series 65
- Must have a clean U4 with no disqualifying information or client complaints
- 1-3 years of qualified ERISA plan experience required.
- QKA designation, preferred.
- Commitment to acting in the client’s best interests in a fee-only financial planning environment.
- Strong financial and analytical skills.
- Strong verbal and written communication skills
Why Work With Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch. People from underrepresented communities are encourage to apply. We look forward to meeting you!
Bachelor's degree, California IAR registration, Series 65, clean U4, and 1–3 years of qualified ERISA plan experience required; QKA preferred, with strong financial, analytical, and communication skills.
Key Responsibilities
- managing relationships
- leading meetings
- educating employees
Job Details
- Category: Finance and Accounting
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — California, United States
- Salary: USD 80,000 – 125,000 / year
- Languages: English
Benefits
- Retirement plan
About Plancorp
A fee-only wealth management firm providing financial planning and investment advisory services. — Industry: Finance