Retirement Plan Advisor

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    "raw": "Bloomington, Minnesota, 55425, United States",
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    "id": "239",
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    "location": {
      "city": "Bloomington",
      "state": "Minnesota"
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    "jobOpeningName": "Retirement Plan Advisor",
    "departmentLabel": "Cornerstone-Retirement",
    "employmentStatusLabel": "Full-Time"
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    "location": {
      "city": "Bloomington",
      "state": "Minnesota",
      "postalCode": "55425",
      "addressCountry": "United States"
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    "datePosted": "2026-04-17",
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    "description": "<p><span style=\"font-weight: bold\">Retirement Plan Advisor</span></p>\n<p>Cornerstone Private Asset Trust Company, LLC – Bloomington, MN </p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Who We Are:</span></p>\n<p>Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a shared commitment to doing what’s best for our clients. We operate as a highly collaborative team where everyone contributes, supports one another, and steps in where needed—regardless of title.</p>\n<p>As part of the BGM Group, we partner across tax, wealth management, and advisory services to deliver a fully integrated client experience. Internally, that same collaboration defines how we work—without silos or rigid role boundaries.</p>\n<p><br></p>\n<p>Retirement plans are a key and growing part of our business. We partner with business owners to design, implement, and manage plans that align with their goals while ensuring fiduciary oversight and long-term success.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Primary Purpose:</span></p>\n<p>We are seeking an experienced, client-focused Retirement Plan Advisor to join our team and take ownership of our retirement plan offering. This role will operate as a team of one initially, requiring someone who can independently manage client relationships, oversee plan execution, and contribute to growing the service line.</p>\n<p>This is an opportunity for someone who enjoys both high-level advisory work and hands-on execution, and who is motivated to help build a department over time. As the business grows, this role will have the opportunity to shape processes, expand services, and hire additional team members.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">What This Role Looks Like:</span></p>\n<p>This role owns the full lifecycle of retirement plan services—from client advisory and plan design to coordination, execution, and ongoing relationship management.</p>\n<p>In a small team environment, success requires a willingness to roll up your sleeves and step in wherever needed to support clients and the broader team.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Responsibilities Include but are not Limited to:</span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Client Leadership &amp; Advisory</span></p>\n<ul>\n<li>Serve as the primary advisor for retirement plan clients, including business owners, HR teams, and employees</li>\n<li>Consult on plan design, strategy, and fiduciary responsibilities</li>\n<li>Lead onboarding, enrollment meetings, and ongoing client reviews</li>\n<li>Deliver employee education and retirement readiness support</li>\n<li>Act as the main point of contact for client questions and complex issues</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Operations &amp; Execution</span></p>\n<ul>\n<li>Coordinate with TPAs, recordkeepers, and other service providers</li>\n<li>Support plan administration activities such as contributions, distributions, and documentation</li>\n<li>Maintain accurate records and ensure compliance with plan requirements</li>\n<li>Review and interpret plan documents and assist with issue resolution</li>\n<li>Troubleshoot and resolve operational challenges with urgency and attention to detail</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Business Development &amp; Growth</span></p>\n<ul>\n<li>Identify opportunities to expand services within existing client relationships</li>\n<li>Participate in networking and business development efforts</li>\n<li>Partner with internal BGM teams to generate referrals and cross-sell opportunities</li>\n<li>Contribute to building a scalable and growing retirement plan practice</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Team Contribution (Key to Success)</span></p>\n<ul>\n<li>Step in to support teammates and firm priorities—even outside of core responsibilities</li>\n<li>Assist with process improvements, projects, or administrative needs as they arise</li>\n<li>Collaborate across departments to deliver a seamless client experience</li>\n<li>Help build and refine workflows in an evolving, growing environment</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Growth &amp; Leadership Opportunity:</span></p>\n<ul>\n<li>Play a key role in building and shaping the retirement plan department</li>\n<li>Develop processes, best practices, and service offerings</li>\n<li>Grow a book of business and expand client relationships</li>\n<li>Hire, train, and lead a junior team member as the function grows</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Preferred Qualifications and Skills:</span></p>\n<ul>\n<li>5–10+ years of experience in retirement plans, ERISA, or related financial services</li>\n<li>Strong knowledge of qualified plans and fiduciary responsibilities</li>\n<li>Experience working with TPAs, recordkeepers, and investment platforms</li>\n<li>Demonstrated ability to manage client relationships independently</li>\n<li>Business development experience or interest in growing a client base</li>\n<li>Strong organizational skills and attention to detail</li>\n<li>Ability to manage multiple priorities in a fast-paced environment</li>\n<li>Excellent communication and relationship-building skills</li>\n<li>Proactive, self-starter mindset with high accountability</li>\n<li>Comfortable working in a collaborative, less structured environment</li>\n<li>AIF, QPFC, or similar certifications (or willingness to obtain)</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Who Should Apply:</span></p>\n<ul>\n<li>You are comfortable operating independently and taking ownership of your work</li>\n<li>You enjoy building processes and improving how things are done</li>\n<li>You are willing to step in wherever needed to support the team and clients</li>\n<li>You like variety in your work and are comfortable wearing multiple hats</li>\n<li>You are motivated to grow into a leadership role over time</li>\n<li>You value collaboration and being part of a close-knit team</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Who Might Not Be a Fit:</span></p>\n<ul>\n<li>You prefer highly defined roles with strictly limited responsibilities</li>\n<li>You are not interested in client-facing work or business development</li>\n<li>You are uncomfortable working as a team of one initially</li>\n<li>You prefer large, highly structured organizations with clear role boundaries</li>\n</ul>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">What You'll Love About Us:</span></p>\n<p><span style=\"font-weight: bold\">Make an Impact. </span>This is an opportunity to build and shape a growing service line.</p>\n<p><span style=\"font-weight: bold\">Collaborative Culture</span>. Work in a team-first environment where everyone contributes.</p>\n<p><span style=\"font-weight: bold\">Growth-Oriented. </span>Your leadership path is tied to the growth you help create.</p>\n<p><span style=\"font-weight: bold\">Comprehensive Benefits. </span>Health, dental, vision, life, disability, PTO, paid holidays, and 401(k).</p>\n<p><span style=\"font-weight: bold\">Flexibility. </span>We offer a work environment that supports autonomy and collaboration.</p>\n<p><span style=\"font-weight: bold\">Incentive Opportunity.  </span>In addition to base salary, this role is eligible for performance-based incentives tied to:</p>\n<ul>\n<li>Growth of retirement plan relationships</li>\n<li>New business development</li>\n<li>Client retention and satisfaction</li>\n<li>Contribution to team and firm initiatives</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Not sure if you check every box? Apply anyway.</span></p>\n<p>We’re looking for the right mix of experience, mindset, and drive. If you’re excited about building something meaningful and being part of a collaborative team, we’d love to connect.</p>\n<p> </p>",
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