Careers

Compliance Officer

Company Vision:

Help establish Resources Investment Advisors (“Resources”) as a leading advisory firm aggregator, offering member firms exceptional compliance, investment, and practice management support in a cooperative setting.

General Responsibilities:

Resources Investment Advisors is currently seeking a Compliance Director to support the firm’s Chief Compliance Officer (CCO) in maintaining the firm’s compliance with applicable laws and regulations, as well as assisting in onboarding new advisers and advisory teams.  This position requires experience with the Investment Advisors Act of 1940, FINRA Rules, and the Employee Retirement Income Security Act (“ERISA”).

Client Experience Associate

JOB PURPOSE SUMMARY

This position will provide daily support to the Director of Client Experience and Resources’ Team and its affiliates. The Client Experience Associate will be responsible for using available resources appropriately to ensure all aspects of service and support to Resources’ affiliates and their clients are fulfilled accurately and timely while maintaining Resources Investment Advisors and Broker/Dealer compliance standards.

KEY RESPONSIBILITIES AND DUTIES

Operations:

Account Manager

PRIMARY FUNCTIONS:

  • Serve as the primary contact for all employer client decision makers
  • Oversee all aspects of relationship with assigned clients
  • Educate and provide enrollment support on flexible benefits product
  • Identify cross-sale opportunities with our clients 
  • Develop and maintain strong relationships with decision makers and centers of influence at our clients
  • Ensure client satisfaction and meet retention goal of 98% for you client group
  • Process daily workload for COBRA administration 

MAJOR RESPONSIBILITIES

Client Service Specialist

POSITION SUMMARY

The Client Service Specialist assists in all aspects of the day-to-day duties associated with servicing new and existing client accounts. 

ESSENTIAL FUNCTIONS

  • Have knowledge of various insurance carriers and have a general understanding of benefit plans/summary descriptions. (Blue Cross, Coventry, United Health Care, Humana, etc.)

  • Serve as point of contact for group administrators and employees concerning claims, ID cards, benefit questions, prescription and billing issues.

New Business & Renewal Specialist

POSITION SUMMARY

New Business and Renewal Specialist assists the assigned benefits sales consultants in all aspects of the day-to-day duties associated with generating new and renewal business quotes and presentations for medical, dental, life insurance and other ancillary products. Time management and accuracy is of the utmost importance so you must be able to prioritize. Take polite but assertive attitude with carriers regarding quotes and underwriting status.

ESSENTIAL FUNCTIONS

Wealth Management Advisor

The Wealth Management Advisor position is a commission based sales position. The Advisor will build a book of business by harnessing the power of the BCFS brand. Lead generation comes from conducting individual and group educational meetings for retirement plan clients and through individual networking efforts.

JOB DESCRIPTION

The Wealth Management Advisor identifies and develops prospects for BCFS and converts them to clients.  Conducts educational meetings for the participants of existing retirement plan clients as well as one-on-one meetings.  Invests and manages client portfolios based on the BCFS investment philosophy.  Works in conjunction with service team to provide high level of service, retaining clients and getting client referrals.