Black Diamond Financial, a registered investment advisor focused on preserving and enhancing wealth through index investing strategies, is seeking to add a Retirement Plan Specialist to join its Baltimore, Maryland office. The Retirement Plan Specialist is a critical and increasingly important position within the firm. This role is primarily responsible for leading our corporate retirement plan marketing and servicing efforts while engaging firm resources to build our nascent retirement plan division.
This is a unique opportunity to leverage the capabilities of a long-standing high net worth financial advisory practice to build and run the firm’s fledgling retirement plan business. The firm believes low cost investing is critical to the long-term success of plan participants and that our index-based investment solutions provide a unique alternative to fulfill this need.
Deep knowledge the innerworkings of corporate retirement plans include 401(k) and 403(b) plans
Strong, in-depth ERISA and plan design knowledge
Manage the communication, relationships and servicing of new and existing retirement plan groups
Substantial experience marketing to and servicing retirement plans
Development and execution of a detailed marketing plan to generate new clients
Ability to present retirement plan information to and educate corporate decision makers on the benefits of Black Diamond Financial’s philosophy and capabilities
Effectively communicate the firm’s unique index investing philosophy
Clearly communicate with plan participants to optimize their investing results
Monitor plans and their progress and communicate with clients on an ongoing basis
Fulfill the qualifications to be a registered Investment Adviser Representative (IAR)
Bachelor’s degree required; MBA, JD, CFA, CPA, or CFP preferred
High professional standards, honesty and integrity
Excellent decision-making capabilities with the ability to independently manage client relationships
Charismatic, confident and engaging
Entrepreneurial and self-motivated to succeed
Perseverance and resilience
Concise, inspiring communication
Team player with the flexibility to independently manage work
Client focused mentality
About Black Diamond Financial
Black Diamond Financial, LLC is a fee-only registered investment advisor with a unique focus on preserving and enhancing wealth through index investing strategies. Our mission is to help you achieve your financial goals by using low cost, tax efficient investment strategies designed to outperform 90% of funds. We create individualized investment portfolios for each client that are risk-appropriate, returns-optimized, and tax-efficient. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below the industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.