Retirement Plan Advisor / Retirement Consultant

Retirement Plan Advisor / Retirement Consultant needed for full-time position offering remote flexibility, 100% employer paid benefits package, base salary of 85-125K DOE + incentives, as well as a "seat at the table" and the opportunity to join a growing business and make a big impact. If you have 5+yrs experience in Retirement Plans, Financial Services, TPA or similar industry and are looking for advancement opportunity and flexibility; this might be the opportunity you've been waiting for.

The Retirement Plan Advisor will oversee a portfolio of small/mid-market and emerging retirement plans and will be responsible for managing all aspects of client relationships, from annual plan review meetings to day-to-day service needs.

Key Responsibilities:

• Independently manage a portfolio of small market and emerging retirement plans, ensuring client needs are met with proactive service and strategic guidance.
• Own the client experience by leading annual plan reviews, ongoing check-ins, and responding to client inquiries.
• Execute and uphold the firm’s service model, ensuring consistency and high-quality client interactions.
• Educate plan sponsors on plan design, investment options, fiduciary responsibilities, compliance, and participant engagement strategies.
• Work collaboratively with internal teams and recordkeepers while taking full responsibility for client relationships and outcomes.
• Stay informed on industry trends, regulatory changes, and best practices, applying this knowledge to client interactions.

Who You Are:

• Driven & Accountable: You take initiative, manage tasks independently, and confidently own client relationships.
• Experienced: 5+ years in retirement plan consulting, recordkeeping, or plan administration.
• Client-Focused: You excel at building relationships, solving problems, and delivering exceptional service.
• Efficient & Organized: You manage multiple client relationships while following established processes and workflows.
• Knowledgeable: Understanding of ERISA, fiduciary responsibilities, plan design, and investment principles.