Qualified Retirement Plan Advisor

Job Description

Position: Qualified Retirement Plan Advisor

Company: Roehl & Yi Investment Advisors, LLC

Location: Eugene, OR

Are you a licensed financial professional with a passion for retirement planning and client service? Roehl & Yi Investment Advisors, LLC is seeking a Qualified Retirement Plan Advisor to join our growing team. Based in Eugene, OR, our independent wealth management and investment consulting firm serves high-net-worth families, retirement plans, endowments, and foundations throughout the Pacific Northwest and

beyond.

Why Join Us?

At Roehl & Yi, we believe in financial clarity, retirement readiness, and long-term relationships built on trust and integrity. We offer a collaborative, professional environment that values creativity, diversity, and work/life balance. Our team is committed to making a meaningful impact—for our clients and our community.

What You’ll Do:

• Serve as a dedicated advisor to a block of retirement plan clients and their participants.
• Conduct individual retirement consultations, plan education sessions, and group seminars.
• Support participants with retirement readiness, including investment education and distribution/rollover guidance.
• Partner with plan sponsors, TPAs, and recordkeepers to ensure effective plan design, onboarding, and service.
• Drive plan engagement and participation through targeted strategies and thoughtful communication.
• Collaborate with internal teams to obtain plan quotes and deliver plan comparisons to prospects.

What We’re Looking For:

• Experience: Minimum 2 years in financial services or experience with qualified retirement plans.
• Education: Bachelor's degree required; Chartered Retirement Plans Specialist (CRPS®) or willingness to obtain within 12 months; Additional certification (e.g. CFP® or ChFC®) encouraged by not required; Series 65 license required.
• Skills: Excellent presentation and communication skills, strong interpersonal skills and attention to detail.
• Mindset: achievement-oriented for plan metrics, engaging personality in group settings and one-on-one, relationship builder with excellent client service and trust, and eager to grow within a collaborative team.

What We Offer:

• Competitive compensation and a comprehensive benefits package.
• A clear path for career development, with opportunities to advance into leadership roles.
• A professional, supportive, and growth-oriented work environment.

Ready to Advance Your Career?

We’d love to hear from you! Email your resume and cover letter to jobs@roehl-yi.com, and include “Advisor Position” in the subject line.

Join Roehl & Yi Investment Advisors, where your expertise and ambition can flourish in a firm committed to excellence and growth.