About Us
True North Advisors is a mission-driven wealth management firm dedicated to empowering clients through education, transparency, and personalized financial planning. We are seeking a motivated and client-focused 401(k) Advisor to support and service our retirement plan clients through ongoing plan consulting, employee education, and vendor coordination.
We are seeking a dynamic and knowledgeable Retirement Planning/401(k) Advisor to empower clients in achieving their financial goals through comprehensive retirement strategies. The 401(k) Advisor will work closely with plan sponsors, Third-Party Administrators (TPAs), record keepers, and internal advisory teams to help deliver a high-quality client experience while supporting retirement plan growth and participant outcomes.
Responsibilities include assisting with plan implementation and ongoing administration, coordinating with TPAs and record keepers on operational matters, plan design changes, compliance support, payroll integrations, participant issues, and ensuring timely resolution of service-related items.
This role will also lead and support annual client review meetings with plan sponsors, providing updates on plan participation, deferral trends, investment performance, fiduciary considerations, benchmarking, and strategic recommendations to help clients achieve their retirement plan objectives. This role will also lead employee education and Open Enrollment meetings, delivering group presentations and one-on-one participant guidance to encourage participation, increase retirement readiness, and improve overall engagement with the plan.
In this role, you will serve as a trusted advisor, guiding individuals and organizations on retirement plans, investment options, and wealth management solutions. Your expertise will help clients navigate complex financial concepts, optimize their savings, and secure a prosperous future.
The successful candidate will possess strong communication and organizational skills, professionalism in client-facing situations, and the ability to build productive working relationships with clients and vendor partners alike.
Qualifications
- Bachelor’s degree preferred (Finance, Business, Economics, or related field)
- Prior experience in retirement plans, financial services, or employee benefits is preferred
- Strong communication and presentation skills, with the ability to engage diverse audiences
- Ability to simplify complex concepts into practical, easy-to-understand guidance
- Highly organized with strong attention to detail and follow-through
- Team-oriented mindset with the ability to collaborate across internal and external stakeholders
- Appropriate securities licenses (or willingness to obtain) We value candidates who are committed to ongoing professional development, including the pursuit of continuing education, industry designations, and applicable securities licenses.
- QPA (Qualified Pension Administration) preferred
- Series 7, preferred but not required
Compensation
$55,000 - $65,000 Base Salary. All regular part-time and full-time employees who have been employed with True North Advisors for 90 days or more, are eligible to receive a quarterly firm profit sharing bonus.
Join us as a Retirement Planning/401(k) Advisor to help individuals secure their futures through expert guidance. Your expertise will inspire confidence in clients as they navigate the path toward a financially independent retirement.
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Referral program
- Vision insurance
Work Location: In person
