Retirement Plan Advisor Salary at Strategic Wealth Partners Ltd BETA

Celebrating 25 years as an anchor institution in the North Lawndale Community, North Lawndale College Prep (NLCP) is doubling down on its mission to not only empower students with the tools needed to successfully make it to and through college but to also become transformational leaders. NLCP is a co-ed charter network serving approximately 600 students in grades 9-12. Our scholars - the majority of whom are low income - choose NLCP for its culturally responsive and rigorous academic model. Students know when they enroll at NLCP they are entering into a robust web of support and an uplifting community. At the heart of NLCP's strong community is our commitment to five core employee values that guide the work we do and prepare us to serve students in transformational ways: trustworthiness, timeliness, teamwork, transparency, and trauma-informed. We believe that centering these values and continually growing and improving how they are practiced helps staff members build a safe and support

Job Description Job Description We are a Registered Investment Adviser (RIA) specializing in defined contribution (DC) retirement plans. We are looking for an experienced retirement plan consultant and relationship manager. You are an experienced defined contribution plan professional able to help identify existing plan retention while supporting external staff to enhance our high-touch service model. This critical role reports directly to RPA’s Vice President of Plan Consulting, supporting the five individuals who comprise our Sales and Plan Relationship Management teams. Your focus will be proactively supporting the retention and satisfaction of existing group retirement plans as well as the implementation of new plans. You will play a fundamental role in achieving our ambitious revenue growth objectives. Daily responsibilities include CRM management, generating data and creating strategic plan reviews, and communicating with recordkeeper partners to obtain information and assist in

Overview: The Associate Financial Consultant position is a transitional role with progression into the Financial Advisor role. The Associate Financial Consultant is responsible for development of new business in the investment advisory and brokerage product areas. The Associate Financial Consultant may also be responsible for management of existing business in the local markets. Under the mentorship of a Financial Advisor the AFC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned Financial Advisor Mentor to develop and implement sales techniques resulting in growth in assets under management a

Glenview Luxury Imports is a dynamic and rapidly growing automotive group with multiple dealership locations across Illinois. As a trusted name in the industry, we are committed to excellence in every aspect of our operations, from sales and service to customer satisfaction and community engagement. Our Large Auto Dealership is looking for experienced, professional, and motivated individuals to join our team! Ideal candidates will have superior customer service skills, excellent communication skills, and be able to stay motivated and productive in a fast-paced environment. Job Responsibilities: Consult and interpret customer needs for the technicians Utilize exemplary customer service and sales skills to drive sales Serve as the primary point of contact for all automotive service and repair matters Understand customers' problems and arrange for appropriate service Prioritize required services, and offer options Set and manage the expectations of the service delivery for both the custom

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big? As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your communication skills and automotive knowledge, you'll utilize leading-edge technology to uncover selling opportunities that keep drivers sa

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Consulting Analyst is responsible for working closely with Investment Consultants. The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s Defined Contribution client portfolios, aligning with our mission of helping clients prosper. The target time to start for this role is Summer 2025. Responsibilities: Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions Analyze asset allocation

Overview: Are you looking to be part of a company with exciting opportunities to learn, grow, and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. If that is what you are looking for, this is your chance to be part of an amazing organization! Alera Group is seeking a highly motivated Operations Associate to join their Retirement Plan Services team. As an Operations Associate, you will be an integral part of a rapidly growing Retirement Plan business with a focus on Financial Wellness and exceptional service. Responsibilities: RPAG (Retirement Plan Advisor Group) Program Management: Manage integration of new business data; assist with quarterly fee analysis and record keeper data collection RIA Transition Management: Work with newly acquired Retirement Plan Services firms to establish and support an RIA transition project plan Scorecard Managem

Company Description Kaizan is a leader in providing innovative solar solutions for residential and commercial properties, utilizing advanced AI technology. The company's DesignAI system matches clients with the ideal solar company based on design, quality, and price, ensuring optimal space utilization and satisfaction. Kaizan offers rapid installations, top-tier production levels, and consistently achieves five-star ratings. Located in the Greater Chicago Area, Kaizan is committed to excellence and innovation in the solar industry. Role Description This is a full-time Senior Sales Consultant role at Kaizan. The Senior Sales Consultant will be responsible for sales consulting, customer satisfaction, communication, customer service, and consulting on a day-to-day basis. Qualifications Sales Consulting and Consulting skills Track record of being a top performer Business Development Bachelor's degree in Business Administration or related field Strong tenure OTE $100,000-$150,000