Job Details

Integrated Talent Strategies (ITS) is seeking a Senior Retirement Plan Advisor to work in the Columbus, OH area.

Job Summary

Educate participants: Engage participants in discussions involving retirement savings and long-term investing.

• Provide a compass that points toward doing right by participants at every opportunity to change their future.
• Use investigative skills: Resolve participant issues by using technology and business authorities to identify efficient and effective methods to meet client goals.
• Be consultative: Recommend appropriate solutions to participants which align to their goals and promote growth.
• Build positive relationships: Work in a team-based environment with a diverse group of associates focused on meeting the needs of the company and participants.
• Have a defined model of success: Participate in our pay-for-performance culture where employees feel empowered to own their career with a focus on addressing participants' needs, personalizing each interaction, and valuing participants and their time.

Essential Duties and Responsibilities

• A strong desire to help families connect their wealth and purpose.
• Ability to work with clients to understand their financial goals and objectives.
• Work with advisers to prepare client plans and reports for meetings.
• Ability and desire to work in a fast-paced environment.
• Communicate client needs to the client service team.
• Participate in and contribute to adviser team discussions and planning decisions of client situations.
• Monitor client accounts for liquidity, drift, and allocation concerns.
• Participate in the development of prospect recommendations and coordinate the new client onboarding process.

Minimum Knowledge, Skills, and Abilities

• Bachelor's degree in finance or related field required.
• 3 years of experience directly related to this position desired.
• Possess credentials to be an Investment Advisor Representative.
• Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) preferred.
• Advanced understanding of investment principles, financial planning principles and tools, and understanding of other investing approaches.
• Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem solving, and customer service skills.
• Eager to seek continued industry education.

Other Skills

• Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities.
• Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals and maintaining a positive attitude.
• Professional-level communication, listening, organizational, prioritization, problem-solving, and client service skills.
• Strong work ethic, ability to multitask, efficient time management, detail-oriented.
• Experience of working in a highly customer focused service delivery role.
• Ability to work well with others in a team.
• An excellent customer focused manner at all times.
• Ability to work independently and meet deadlines.
• Ability and desire to work in a fast-paced environment.
• Ability to be proactive and to possess strategic thinking skills.
• Ability to manage change.
• A very high standard of personal responsibility.
• A good eye for detail and a desire to take responsibility, through to resolution, for issues and concerns generated by our customers.
• A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement.
• Ability to anticipate needs, adapt and be flexible.

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About Integrated Talent Strategies (ITS)

ITS is an international recruiting and staffing firm specializing in Engineering, Technical and Professional positions. Founded in 1984 as a subsidiary of an engineering firm, ITS continues to remain a strategic partner for the job seeker.
Our clients include some of the largest and most respected architectural, engineering, and manufacturing companies in business today. Our ability to offer a wide range of services, and the flexibility to adjust to the changing needs of our clients, has allowed us to maintain a solid reputation for 40 years.