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Retirement Plan Advisor

Clearwater, FL · Healthcare
ProVise Management Group, LLC. ​
Is expanding fast – Looking for a dedicated

Retirement Plan Advisor
Clearwater, FL

About our company:

ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm with offices in Tampa and Clearwater, Fl. With over three decades of experience, we help our clients step into the financial freedom they deserve with a range of financial services personalized to their needs.

We are an RIA managing over $1.5 billion of investments for our clients. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction and decision. We strive to create a culture of excellence; one that is people-centric and always focused on what is best for our clients.

Why you should join our group:

We provide our employees with flexible work schedules, including time off to volunteer in the community and a full week of remote work each month.  We enjoy having fun and reward team members with tickets to sporting events and concerts, monthly birthday and work anniversary celebrations, monthly "First Friday" luncheons, and other gatherings to promote our family-like culture and a strong emphasis on teamwork. 

There is growth potential with ProVise. We have worked extremely hard to develop a clearly defined career track for each of our employees. We are a collaborative work family that celebrates each other professionally but also supports each other through personal struggles and triumphs.   ​

Our Location:  611 Druid Rd East Ste 105 Clearwater, FL 33756.   www.provise.com

Retirement Plan Advisor’s schedule: Monday through Friday, 8:00 am to 5:00 pm.

Your Mission as Retirement Plan Advisor:
  • Be the connection between our institutional clients and our firm.
  • Support the vision, values, positive culture, and team spirit.
  • Develop long-lasting client relationships.
  • Conduct client meetings and be able to lead our clients through our Fiduciary process.
  • Oversee the coordination of the Retirement Plan engagement process and work closely with all personnel involved for support and implementation.  
Some of our Retirement Plan Advisor’s duties and responsibilities:
  • Coordinate, schedule, and present at education and trustee meetings
  • Develop and assemble 401(K) education meeting presentations using PowerPoint
  • Prepare paperwork for retirement plan reviews and plan conversions
  • Collaborate with the team to maintain investments within a fund-tracking system
  • Prepare and deliver quarterly monitoring reports to retirement plan sponsor clients
  • Answer retirement plan participant phone and email inquiries
  • Coordinate with plan record-keepers, third-party administrators, and other vendors
  • Make investment suggestions to retirement plan participants based on their individual goals and objectives
  • Provide employee enrollment and education meetings
  • Provide Marketing RPS through various channels (print, digital, etc.)
  • Manage content delivery through Provise’s marketing/communications process through website, social media, podcast, etc.
  • Manage retirement software applications
  • Follow and subscribe to industry-specific research and keep up on trends
Required experience and qualifications:
  • Professional Retirement Plan Designation such as Certified Plan Fiduciary Advisor (CPFA) or Accredited Investment Fiduciary (AIF®) is preferred.
  • Series 65 or 66 required
  • CFP® designation or willingness to obtain is strongly preferred
  • A basic understanding of corporate retirement plans
  • An understanding of investments and financial planning
  • Previous experience providing retirement plan consulting in either a brokerage firm, investment advisory practice, or other financial institution
  • Strong educational background or equivalent professional experience conducive to providing advice and educating/servicing retirement plan participants
  • Proficient in Microsoft Office Suite required
  • Familiarity with Investment Policy Statements, Investment Review Checklists, and basic aspects of ERISA (Employee Retirement Income Security Act) a plus
Preferred soft skills and personality traits:
  • Excellent communication skills (verbal, written, and listening)
  • Demonstrate personal integrity, honesty, and can deal with confidential information
  • Group presentation skills
  • Attention to detail and self-motivated
  • Ability to deal with stress in an ever-changing investment market and financial services industry
  • Excellent time management and organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems
Offered salary and other compensation:
Based on your experience and performance record, we offer a base salary of $50,000 to $70,000 plus additional bonuses (10% to 15% of the yearly salary). We also offer:
  • STD and LTD,
  • Medical, dental and Vision,
  • HSA,
  • PTO,
  • 401K and employer match,
  • Flexible Spending Account.
Thank you for sending your application online.

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