Retirement Plan Associate

WHO WE ARE :

Midwest Capital Advisors was founded in 2003 on a sole principle: always do what is right for the client. We are an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We are a recognized, growing leader and we pride ourselves in being a transparent, independent advisory firm where people feel comfortable working with us. From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions and are guided in our work by our core values: be real, be professional, do the right thing, and have fun. We are building a team with passion to improve the lives of our clients and having fun while we do it and we'd love for you to join us!

WHAT YOU'LL DO :

We are searching for a proactive, driven, and reliable Retirement Plan Associate to support our defined contribution retirement plan practice. You will make an impact by helping manage customized, high value add 401(k) and 403(b) offerings for our clients. You will get the opportunity to communicate directly with clients and meet with them alongside our advisors. In this support role, you will learn from a cohesive team of licensed professionals. We will train, mentor, and coach you as you build your retirement plan acumen, develop your skills, and establish a successful career. This position has the potential for growth into a lead advisory role, but does not initially involve any sales.

HOW YOU'LL MAKE AN IMPACT:

• Coordinate plan-level and participant-level service offering in conjunction with advisors
• Act as liaison between retirement plan clients and plan's Recordkeeper/TPA/Benefit Counsel
• Handle inbound participant inquiries, enrollments, and transfers
• Assist in the establishment and maintenance of retirement plan client files and CRM records
• Attend sales presentations for new retirement plan prospects and ongoing committee meetings for existing clients
• Attend retirement plan enrollment meetings
• Stay current and knowledgeable on all aspects of the qualified plan market (including products, compliance, technology, etc.)
• Assist in maintaining, developing, and implementing financial educational content for our retirement plan clients

WHAT YOU BRING:

• Bachelor's degree in finance, economics, business, or related field
• At least one (1) year of relevant investment and financial advisory experience, preferably involving 401(k) and/or 403(b) plans
• Registered as an Investment Advisor Representative in the state of Michigan or able to become registered within the first six months
• Demonstrated ability to communicate complex financial topics clearly and effectively
• Strong attention to details, analytical skills, and problem-solving
• Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
• Entrepreneurial mindset, positive attitude, and eagerness to learn and grow

WHAT YOU'LL GET:

• Competitive total compensation
• Bonus opportunity
• 401(k) Profit Sharing Plan
• 4 weeks of PTO
• 9 Paid Holidays
• Volunteer time off
• Summer hours
• Phone stipend
• Medical benefits with HSA contributions
• Collaborative and family oriented culture
• Dedication to a strong work life balance
• Rewarding career path with growth opportunities
• Paid association memberships
• Charitable donations/contributions

We're looking for a driven professional that has a natural curiosity and initiative. If you enjoy building relationships with internal and external stakeholders, we'd love to talk to you - Apply today!

Equal Opportunity Employer