Retirement Plan Associate

About Earned Wealth

Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Our offering is differentiated, superior and creates deep connections with our clients.

What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

The Retirement Plan Associate will be responsible for engaging potential clients through lead generation and setting meetings with our Director of Client Development, Retirement Plan Solutions (RPS). This person will help support lead nurturing, foster leads to held appointments, and facilitate the closing of leads.

As a retirement plan professional, you will be an expert in conveying our value proposition and what it's like to work with us, always staging out the best outcome for the client. This person will be responsible for achieving a targeted number of appointments held for the Director of Client Development and closing certain leads based on the customer's current retirement plan solutions. It is important for this person to be a strong relationship builder as well as an ambassador for the company.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice. Additionally, the ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will report directly to the Director of Client Development, RPS.

Key Responsibilities

• Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving a sales target consistently

• Ownership and accountability of the sales funnel from start to finish, using motivations to be successful as a key driver to success as opposed to being told what to do all the time

• Has knowledge of and experience with building best practices around lead flow, getting our clients from the top of our marketing funnel all the way to paying customers as efficiently as possible

• Provide expert sales support to Director of Client Development and Relationship Managers using your in-depth knowledge of the retirement plan industry and retirement/financial wellness capabilities and tools

• Respond to Director of Client Development and Relationship Managers inquiries related to client opportunities, retirement services, and recordkeeper capabilities

• Identify and act on new sales or client deepening opportunities during support engagements

• Assist with sales presentations, RFP responses, and strategic partnership opportunities

• Execute sales tactics aligned with firm and industry strategy; conduct proactive outreach using internal tools and resources

• Participate in prospect and client meetings to help close new retirement plan business or expand current client relationships

• Track all activities in CRM (Salesforce) tools and contribute to periodic business review meetings with relevant data and success stories

• Collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Advisors; provide feedback on program development initiatives, sales communications and marketing materials

• Engage in ongoing learning through sessions with recordkeepers and industry providers to grow knowledge and improve support effectiveness

Key Requirements

• Bachelor’s degree in business or a related field

• 4+ years of experience in retirement plan sales supporting institutional clients and/or Financial Advisors

• Solid understanding of retirement plans, including 401(k)/403(b), as well as good understanding of retirement consulting services, recordkeeping and other services providers.

• Familiarity with investment products such as mutual funds, CITs, and separate accounts. Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry

• Strong communication skills, both written and verbal, with excellent problem-solving abilities; persuasive presentation skills

• Series 65 required

• CRPS or similar industry designation preferred

• Strategic thinker able to understand and prioritize client needs and committed to driving value for clients and effectively managing client expectations

• Curious and passionate; strive for constant improvement

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match