Company Description
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