Retirement Plan Participant Advisor

About the Role

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.

Key Responsibilities

• 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 average 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 associates to identify and suggest areas of improvement to policies and processes as well as service levels.

Requirements & Tech Stack

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
• Travel as required

Education And Training

• Bachelor’s degree, preferably in Business or Finance or equivalent experience.
• Understanding of investments and ability to simplify them for plan participants.
• Requires knowledge of Microsoft Office.

Compensation And Benefits

• Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends.
• The role may be eligible for bonus or incentives based on company and individual performance.
• Base Pay Range: $55,000 - $68,000yr
• Busey provides a competitive Total Rewards package including:
• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical, dental, vision
• Company-paid life insurance and long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts and flexible spending accounts (eligible associates)