Careers at Burnham Gibson

Join a dynamic team of financial professionals.

Burnham Gibson is a privately held financial services firm with a focus on custom-tailored advisory services. We are always looking for elite professionals who have the ability to form lasting and meaningful client relationships with an emphasis on personal service.

We are headquartered in Irvine, CA, and are currently expanding throughout the Southwestern states. We offer a competitive pay and benefits package and a positive, energetic work environment. Burnham Gibson is an equal opportunity employer. Contact careers@burnhamgibson.com to inquire about career opportunities.

Burnham Gibson Wealth Advisors, Inc., is an independent, privately-held firm offering financial planning and investment advice for individuals, and retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Account Manager. This role would be working in support of client facing Plan Consultants, with definite room for growth. We’d love to hear from you if you think you’d be a fit.

Responsibilities

  • Generate and coordinate all client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
  • Ability to prioritize and escalate items as necessary in a dynamic environment
  • Update and generate weekly reports utilizing the CRM and MS Office
  • Respond promptly to client inquiries and help troubleshoot administrative issues when Consultants are unavailable
  • Offer additional support in facilitating RFP’s from various vendors
  • Meticulously update CRM on a real time basis
  • Assist in compiling competitive intelligence on upcoming prospect meetings
  • Special projects as needed

Qualifications

  • Minimum 3-5 years of experience in the financial services industry. Experience with institutional retirement plans a plus but not required.
  • Working knowledge of mutual funds
  • Polished written and oral communication skills
  • Familiarity with RPAG investment analysis software helpful but not required
  • Prior experience with CRM software
  • A proven track record of excellent customer service
  • Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
  • Extremely detail oriented, proactive, and reliable in all aspects
  • Strong interest in learning about the retirement plan industry
  • Bachelor’s degree required (specify GPA)
  • Series 7, 66 helpful, but not required

We offer a competitive compensation and benefits package including salary, performance bonus, 401(k) with match, comprehensive benefits, and a healthy stable working environment. Compensation commensurate with experience.

To be considered, provide a copy of your cover letter and resume in PDF format to careers@burnhamgibson.com and reference “Client Account Manager” in the subject line. Please, no calls.

Burnham Gibson Wealth Advisors, Inc., is an equal opportunity employer located in Irvine, CA.

BGWA.2017.1

Burnham Gibson Wealth Advisors, Inc., is an independent, privately-held firm offering financial planning and investment advice for individuals, and retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Retirement Plan Consultant. This is primarily a service role, not sales. We’d love to hear from you if you think you’d be a fit.

Responsibilities

  • Develop and maintain relationships with key retirement plan sponsors (Primarily 401(k), but also 403(b), 457(b)(f), and Defined Benefit) with a focus on client satisfaction and retention
  • Provide advice and support to plan fiduciaries in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan
  • Lead meetings with key decision makers and drive results
  • Generate client deliverables such as investment reviews and plan reviews with an extremely high emphasis on accuracy and meeting stringent deadlines
  • Respond promptly to client inquiries and troubleshoot administrative issues in conjunction with the Provider and/or TPA
  • Coordinate RFP’s and benchmark retirement plan vendors in the areas of pricing, services, and technology. Keep up to date on competing Provider offerings
  • Conduct participant education meetings and seminars, including one-on-one consultations
  • Partner with the Provider and Sponsor to help ensure smooth plan conversions and troubleshoot the process
  • Maintain CRM databases and files on a real time basis
  • Special projects as needed

Qualifications

  • Minimum 5 years of relevant experience dealing with institutional retirement plans, preferably in a client facing role
  • Polished written and oral communication skills
  • Working knowledge of retirement plans and investment analytics
  • Working knowledge of RPAG investment analysis software
  • Prior experience with CRM software. Redtail a plus, but not necessary.
  • A proven track record of excellent customer service and client retention (client reference list a plus)
  • Series 7, 66, and State Life Insurance License required
  • Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
  • Extremely detail oriented, exceptional follow through, and reliable in all aspects
  • Bachelor’s degree required (high GPA a plus.)
  • Industry designations preferred

We offer a competitive compensation and benefits package including base salary, performance bonus, 401(k) with match, comprehensive benefits, and a healthy stable working environment. Compensation commensurate with experience.

To be considered, provide a copy of your cover letter and resume in PDF format to careers@burnhamgibson.com and reference “Retirement Plan Consultant” in the subject line. Please, no calls.

Burnham Gibson Wealth Advisors, Inc., is an equal opportunity employer located in Irvine, CA.

BGWA.2017.2