Senior Retirement Specialist

Where

Cleveland. OH

What you'll be doing

Serve as a technical, marketing and developmental expert and resource on matters of IRA product expertise and retirement planning. Report to the director of retirement services, and work closely with relationship managers, trust advisors, investment advisors, banking advisors, and market management. Ultimate goals are to assist in the acquisition of new clients; retain, expand, and deepen existing relationships; and develop talent. Develop and provide focused and individualized administration training to lead market meetings. Provide guidance to the markets regarding complex IRA matters including administration of trust inherited IRAs and identification of potential prohibited transactions. Responsible for interpreting the terms of trust documents while observing all the company policies and procedures, including those related to risk management and compliance. Develop, interpret and communicate these sophisticated estate planning issues to the team members and possibly the client and the clients outside advisors.

What your background should be

Five to seven years of experience in retirement planning or IRA administration as well as fiduciary and estate planning. JD degree and certified financial planner (CFP) preferred; CTFA, CISP highly desirable. Outstanding communication skills and high level knowledge of fiduciary, estate and retirement planning.

Required Schooling / Training

Bachelor degree

Who is the client company

This is an American financial services corporation.

If you are interested in this position, send your resume to apply@kochdavis.com