Qualified Retirement Plan Advisor Roehl & Yi Investment Advisors, LLC Eugene, OR Job Details Full-time $55,000 - $120,000 a year 20 hours ago Benefits Health insurance 401(k) Paid time off Opportunities for advancement Qualifications Teamwork CFP Interpersonal skills Presentation skills Bachelor's degree Attention to detail Financial services ChFC (Chartered Financial Consultant) Series 65 Chartered Retirement Plans Specialist (CRPS) Full Job Description 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, and ownership. 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 , 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.

Pay:

$55,000.00 - $120,000.00 per year

Benefits:

401(k) Health insurance Paid time off Application Question(s): Do you have, or are you willing to obtain a Chartered Retirement Plans Specialist (CRPS®).

Education:

Bachelor's (Required)

Experience:

financial services or qualifies retirement plans: 2 years (Required)

License/Certification:

Series 65 (Required)

Location:

Eugene, OR 97401 (Required) Ability to

Relocate:

Eugene, OR 97401: Relocate before starting work (Required)

Work Location:

In person