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 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.
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:
Experience:
- financial services or qualifies retirement plans: 2 years (Required)
License/Certification:
Location:
- Eugene, OR 97401 (Required)
Ability to Relocate:
- Eugene, OR 97401: Relocate before starting work (Required)
Work Location: In person
