267 retirement consultant jobs at 85 companies in United States
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Retirement Consultant
Fort Mill or Charlotte
$78k-$130k/yr OnsiteFull Time
5+ YOE5+ years retirement industry experience (3 years in B/D, RIA, TPA or record-keeping), consultative sales and ERISA/fiduciary expertise, bachelor’s degree required, retirement designations preferred, proficiency with AI and presentation/CRM tools.
A.I., Microsoft PowerPoint, Microsoft Office Suite, Salesforce CRM, WebEx, Teams, Zoom
2mo
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Retirement Consultant
Fort Mill or Charlotte
$78k-$130k/yr FieldFull Time
5+ YOE5+ years retirement industry experience (3 years in B/D/RIA/TPA/record-keeping), consultative sales success, ERISA/fiduciary expertise, bachelor’s degree preferred, proficiency with A.I., Microsoft PowerPoint, Microsoft Office, Salesforce, WebEx, Teams, Zoom.
A.I., Microsoft PowerPoint, Microsoft Office Suite, Salesforce CRM, WebEx, Microsoft Teams, Zoom
6d
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Retirement Consultant
Berwyn or New York
$92k-$120k/yr OnsiteFull Time
4+ YOERequires 4 years of financial services experience or 2 years in defined contribution, with a bachelor's degree preferred. Requires retirement plan knowledge, client management, communication, negotiation, confidentiality, and frequent travel.
3w
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Retirement Consultant
Boston or Portland or New York City
$90k-$167k/yr HybridFull Time
4+ YOEBachelor's degree and 4+ years of applicable industry experience required, with retirement plan design and administration expertise. Series 65 or 66 required within 120 days; strong communication and analytical skills required.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Salesforce, Zoom
1mo
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Retirement Management Consultant
New York or Wisconsin or Texas or Ohio or Washington or Illinois or Florida or Connecticut or Pennsylvania or Missouri or California or North Carolina or Minnesota or Arizona or New Jersey or Colorado or Massachusetts or Iowa or Kansas or Indiana or Virginia or Georgia or Arkansas or Oregon or Tennessee or Michigan or Oklahoma
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years in financial services retirement solutions and consulting/program management, bachelor’s degree, strong leadership, client management, communication and problem-solving skills.
1w
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Retirement Plan Consultant
Lisle, Illinois, United States
$80k-$100k/yr HybridFull Time
3+ YOERequires active Series 65 or ability to obtain within 90 days, 3+ years in retirement plan sales, consulting, recordkeeping, or wealth management, and CRM and Microsoft Office proficiency.
CRM, Microsoft Office
1mo
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Retirement Management Consultant
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years leading retirement solutions in financial services, 3+ years external consulting or program management, bachelor's degree, client management, communication, problem-solving, and leadership skills.
Solution Architecture
1mo
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US Retirement Consultant
Solon, Ohio, United States
HybridFull Time
8+ YOE8+ years retirement/benefits experience with 5+ years in defined benefit pension plans, deep DB knowledge (ERISA/DOL), Excel/Power BI proficiency, vendor and project management, UAT and process improvement experience.
Microsoft Excel, Power BI, SAP, SuccessFactors, ServiceNow
1mo
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Reg Retirement Consultant
Atlanta, Georgia, United States
HybridFull Time
Bachelor's degree or equivalent, prior sales/relationship management experience in financial services, knowledge of retirement plans and investments, must be located or relocate to Atlanta, must have or obtain FINRA Series 7 and Series 63 within 90 days.
1mo
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Retirement Plan Consultant
United States
RemoteFull Time
3+ YOE3+ years retirement plan experience, strong retirement compliance and recordkeeping knowledge, QKA or equivalent, strong communication, attention to detail, and ability to manage multiple projects independently.
Relius
1w
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Retirement Plan Consultant
Elk Grove Village or Chicago or Wisconsin or Florida
$110k-$150k/yr HybridFull Time
6+ YOESix years of retirement plan industry experience and three years of relationship management or consulting experience required. High school diploma required; bachelor's degree and ASPPA designation preferred. ERISA, Internal Revenue Code, and mutual fund knowledge required.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Senior Retirement Advisor Consultant
Boston, Massachusetts, United States
$150k-$200k/yr HybridFull Time
10+ YOEBachelor’s degree, FINRA Series 6, 63, and 65 licenses, and 10+ years of retirement plan consulting, fiduciary advisory, relationship management, or client service experience required.
Microsoft Office Suite
2mo
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Retirement Consultant
Boston, Massachusetts, United States
$40k-$67k/yr HybridFull Time
1+ YOE1-3 years financial services experience (phone/sales preferred). SIE, Series 6 and 63 required; obtain Series 65 within 90 days. Strong knowledge of IRAs/401(k), investment products, communication, analytical and customer-service skills. Bachelor's degree preferred.
John Hancock Fund Matching tool
1mo
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US Retirement Consultant (406373)
Ohio, United States
HybridFull Time
8+ YOE8+ years retirement/benefits experience with 5+ years in defined benefit pension plans; deep DB pension knowledge, Excel/Power BI proficiency, vendor management, UAT, data analytics, and strong communication.
Microsoft Excel, Microsoft Power BI, SAP, SuccessFactors, ServiceNow
3w
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Retirement Plan Consultant
Dresher or Pennsylvania
RemoteFull Time
3+ YOE3+ years ERISA retirement plan experience, bachelor’s degree preferred, strong Excel/Word/Outlook skills, Relius desirable, supervisory ability, strong communication and problem-solving.
Relius, Microsoft Word, Microsoft Excel, Microsoft Outlook
3d
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Retirement Plan Consultant - DC
Virginia or Maryland or Ohio or Illinois or California or Minnesota
$60k-$90k/yr RemoteFull Time
4+ YOEBachelor’s degree preferred or equivalent experience; 4+ years in defined contribution retirement plan administration with independent client-facing plan management. ASPPA/NIPA credential preferred; strong ERISA, regulatory, consulting, and client-service skills required.
Microsoft Office Suite, CRM
1mo
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Retirement Plan Consultant - Albany, NY
Albany, New York, United States
$60k-$70k/yr RemoteFull Time
Deliver retirement plan education and consulting to plan sponsors and participants; requires presentation skills, applicable securities/insurance licenses, and ability to travel within a territory.
1mo
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Retirement Plan Consultant - Eugene, OR
Eugene, Oregon, United States
OnsiteFull Time
Provide retirement plan education and consulting to plan sponsors and participants; Series licenses/state insurance licenses required; presentation skills; HS diploma required, Bachelor\u0002s preferred; bilingual Spanish a plus.
2mo
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Retirement Plan Manager (Consultant)
Owings Mills or Colorado Springs or Maryland or Colorado or Washington or Washington, D.C. or New York or California or United States
$72k-$118k/yr HybridFull Time
2+ YOEBachelor's degree (or equivalent) and 2+ years relevant experience. Strong communication, project management, and relationship-building skills; retirement plan knowledge; ability to consult with sponsors and resolve client operational issues.
1mo
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Sr. Retirement Plan Consultant, (PFS)
Duluth or Atlanta or United States
$80k-$100k/yr RemoteFull Time
5+ YOEMinimum 5 years full-cycle retirement plan administration experience, MEP/PEP and ASPPA QKA preferred, strong analytical, client management, and project skills; ability to work independently in a remote environment across ET/CT time zones.
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