Cornerstone Capital Advisors, a fee-only RIA located in Green, OH is looking to expand our advisory team.
- 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
- 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 firstname.lastname@example.org with the subject line: FS Advisor.