Hermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.
A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to flourish in a fast-paced environment..
Role Description
This is a full-time on-site role for a Retirement Plan Relationship Manager at Hermitage Wealth Management, Inc. in Richmond, VA. The Relationship Manager will be responsible for managing and nurturing client relationships, providing retirement plan guidance, and overseeing the delivery of ongoing fiduciary services. The role involves working closely with clients to understand their financial goals and develop customized retirement plans.
Qualifications
Knowledge of retirement planning, investment strategies, and financial products
Client relationship management and communication skills
Experience in retirement plan administration and compliance
Strong analytical and problem-solving abilities
Ability to work collaboratively in a fast-paced team environment
Financial industry certifications such as CFP or CRPC are a plus
Bachelor's degree in Finance, Economics, or related field are a plus