Retirement Plan Participant Advisor

Employer
Busey
Location
Urbana, Illinois
Salary
Open
Posted
Mar 12, 2023
Closes
Apr 12, 2023
Type
Full Time

WHAT YOU'LL DO

The Retirement Plan Participant Advisor is responsible for facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web-based conferencing.

WHAT YOU'LL BRING

Duties:

  • Serve as support to new and current relationships within the Retirement Plan Services area in Wealth Management.
  • Cultivate relationships with participants by delivering personalized service and responding to plan-related questions.
  • Develop materials for both sophisticated and standard plan participants.
  • Engage in dialogue which guides participants in making informed investment decisions and educate them on the advantages of participation in the company sponsored retirement plan; may involve problem solving and follow up.
  • Perform engaging individual and group enrollment/education presentations.
  • Develop and maintain client relationships by providing participant advisory services, including financial planning and investment advice both on-site and in our offices.
  • Assist with day-to-day operations of current retirement plans.
  • Support regular communication with plan sponsors and plan participants.
  • Work with other associate to identify and suggest areas of improvement to policies and processes as well as service levels.

Knowledge of:

  • Strong oral and written communication skills
  • Advanced analytical skills to identify opportunities
  • Public speaking and presentations

Ability to:

  • Multi-task and work independently
  • Work in an efficient manner with minimal errors; detail oriented
  • Perform duties and make decisions under frequent time pressures

WHY IT MATTERS

The Retirement Plan Services team works with employers to directly impact the retirement lifestyle an employee can have. The Participant Advisor educates employees daily on the unique benefits of retirement plans, providing them with trusted advice and information. The reward is seeing an employee you've helped over the years reach a comfortable and successful retirement.

EDUCATION & TRAINING

Requires Bachelor's degree, preferably in Business or Finance.

Understanding of investments and ability to simplify them for plan participants.

Requires knowledge of Microsoft Office.

Bilingual with Spanish and English is required.

Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.



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