Cornerstone Capital Advisors, a fee-only RIA located in Green, OH is looking to expand our advisory team.

Principal Responsibilities:

  • Design, plan, implement, and monitor qualified retirement plans in accordance with all regulations
  • Meet with plan sponsors annually or as required
  • Conduct participant meetings annually or as required
  • Generate new business to meet sales targets
  • Drive the marketing activities of the Fiduciary Services team

Requirements:

  • 3 to 5 years of experience with qualified retirement plans, plan sponsors, and plan participants
  • Ability to communicate with plan sponsors and plan participants
  • A high level of marketing and sales aptitude

Job Type: Full-time

Resume and cover letter may be submitted to Brenda Winslow, Operations Manager at bwinslow@ccadvisors.com with the subject line: FS Advisor.