Serve as primary consultant for a portfolio of qualified and nonqualified retirement plans and ESOPs. Lead client engagements, ensure compliance (ERISA/IRS/DOL), oversee plan administration and Form 5500, advise on ESOP design/transactions, mentor analysts, and support business development.

The Senior Associate Financial Planner partners with advisors to assess client portfolios, recommends financial plans, provides risk management advice, and oversees comprehensive financial planning for clients.

Partner with a Senior Consultant to support administration of defined contribution retirement plans: perform compliance testing, prepare Form 5500 and reports, manage day-to-day recordkeeping, maintain client relationships, research issues, and build consulting expertise through training and development.