| Description: | General Information
AKT Wealth Advisors LP is a fee-based Registered Investment Advisory firm, that provides a comprehensive and customized menu of financial services to individuals, businesses and trusts. We integrate these services so that our clients can grow and preserve their personal and business wealth. Our "big picture" approach, with high-touch service, weaves together financial planning, wealth building, wealth preservation and life goals.
Represented by people who have demonstrated the ability to help build, manage, and preserve wealth, our company continues to grow each year by providing services of value and deeming the trust our clients have placed in us as a privilege.
Our office locations include Carlsbad, California and Lake Oswego, Oregon. We are affiliated through common ownership with AKT Retirement Plan Services LP and AKT LLP.
Position Overview
Develop employee education materials and conduct retirement plan meetings to encourage eligible participants to enroll in their company retirement plans and to educate them on the benefits of increasing their contribution rate, revising their investment portfolio, and preparing for their retirement needs.
Responsibilities
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Address individual employee questions through one-on-one interactions after employee education meetings.
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Conduct regular employee education meetings with retirement plan participants.
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Conduct one-on-one meetings with participants to review financial situation and provide recommendations.
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Develop employee education curriculum.
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Meet with plan trustees to discuss employee education. Depending on experience, could conduct trustee meetings to review plan performance.
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Engage in dialogue that guides participants in making informed investment decisions and educate them regarding the advantages of participation in a company sponsored retirement plan.
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Identify and solve problems, perform initial research and follow-up with individual participant related issues, as needed.
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Respond to participant questions via telephone and email.
Qualifications
- Strong presentation skills and the ability to communicate complex information to a diverse audience.
- Experience working with people in a services environment.
- Ability to develop education curriculum and materials.
- Excellent written and verbal communication skills.
- Understanding of retirement plans and general investment principals preferred.
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Spanish speaking a plus.
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CPAs
