About the Opportunity This is a unique and high-visibility opportunity to help build and lead a growing private wealth initiative within our organization. You'll serve as the primary point of contact for our 6,000+ retirement plan participants, guiding them through personal financial planning, IRA and 401(k) rollovers, and a seamless transition to our private wealth platform when they leave their employer. This role comes with genuine room to grow — the chance to build your own practice while helping shape the department itself from the ground up. What You'll Do Serve as a trusted advisor to retirement plan participants, providing personal financial planning guidance tailored to their individual needs Educate and assist participants with IRA and 401(k) rollover options Build and maintain relationships with participants who have left their employer, transitioning them onto our private wealth platform for continued service Lead and grow our private wealth initiative, including learning the platform in depth and ensuring all books and records remain compliant Set up and manage participant accounts accurately within CRM and financial planning systems Design and run ongoing communication cadences to our full participant base (6,000+), including newsletters, calls, and check-ins Develop and deliver educational content, tools, and resources to help participants make informed financial decisions Identify opportunities to deepen participant relationships and grow your own book of business within the department

What We're Looking For Required:

Series 65 or Series 66 license — or willingness to obtain Series 65 quickly upon hire Minimum 3 years of financial services experience Basic knowledge of investments, IRAs, and 401(k) plans Experience working with CRM systems, including setting up and managing client accounts Familiarity with financial planning software Strong communication skills — comfortable engaging with clients by phone, email, and in person Detail-oriented, with a strong grasp of compliance and recordkeeping requirements Bachelor's degree preferred, or equivalent combination of education and relevant experience Prior sales and/or client service experience, with a track record of building relationships and meeting goals Nice to

Have:

CFP® or working toward certification Prior experience building a book of business or client practice Why Join Us DP Grow LLC is a Registered Investment Advisory firm whose mission is to make a difference in people's lives — at work, at home, and in our community, every day. We're built on strong values, personalized service, and the intellectual capital of our team. This is an opportunity for the right candidate to put their mark on our growing company and help shape the future of our Retirement Plans and Private Wealth division. Join us as we empower clients to realize their financial aspirations through innovative retirement plans and personalized private wealth strategies!

Pay:

$75,000.00 - $110,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance

Work Location:

Hybrid remote in Richmond, VA 23230