Retirement Plan Advisor

Our client, a fast-growing boutique wealth advisory firm, is seeking an Associate Plan Advisor to join their specialized retirement plan practice. This role offers the opportunity to step into an existing book of business while developing expertise in advanced plan design and employer-sponsored retirement solutions.The OpportunityManage and grow relationships with an established group of 401(k) and retirement plan clients Collaborate on plan design, financial strategies, and client deliverablesLead client meetings and support prospective business development effortsConduct plan reviews, benchmarking, and investment analysisWork alongside experienced advisors in a highly collaborative, entrepreneurial environmentWhat We're Looking ForExperience with 401(k) and defined contribution plans (required) Exposure to cash balance or defined benefit plans preferred2+ years of experience in financial servicesSeries 7 & 66 and Life & Health licenses (preferred or willingness to obtain)Strong client-facing skills and ability to manage relationships independentlyWhy This Role Stands OutImmediate access to existing client relationships Clear path to partnership, ownership, and revenue sharing opportunities Exposure to sophisticated retirement plan design strategies for business ownersCollaborative, growth-oriented culture with mentorship from senior advisors?? Location: Tyson's Corner area (onsite)