1mo
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Retirement Plan Consultant
Waco, Texas, United States
RemoteFull Time
3+ YOE3+ years retirement plan experience, strong retirement plan compliance and recordkeeping knowledge, QKA or equivalent, excellent communication, organization, and attention to detail.
Relius
3mo
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Retirement Plan Consultant
Chicago, Illinois, United States
$110k-$120k/yr OnsiteFull Time
2+ YOEProven sales and retirement plan advisory experience; ERISA knowledge; strong communication; licensed for securities; 2+ years retirement plan sales; travel up to 25%.
Microsoft Office, Salesforce, CRM
4w
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Retirement Plan Advisor
Plymouth, Minnesota, United States
$70k-$115k/yr OnsiteFull Time
5+ YOE5+ years retirement plan experience, Series 65 required, proficiency with retirement plan design/compliance, strong communication and client service, Microsoft Office and virtual meeting experience.
Microsoft Office, MS Teams, Zoom
1mo
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Retirement Plan Specialist
Detroit Lakes, Minnesota, United States
$90k-$100k/yr OnsiteFull Time
Provide retirement plan support including plan design, implementation, administration, employee education, and client consultation; strong presentation and communication skills; willing to travel occasionally (overnights).
2mo
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Retirement Plan Consultant
Dallas, Texas, United States
OnsiteFull Time
5+ YOE5+ years in retirement plan administration with HR/finance exposure; experience with ERISA, Form 5500 filings, and HRIS integrations; certifications a plus.
HRIS, Payroll systems, Data integrations, ERISA compliance tooling
2w
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Retirement Plan Advisor
Charlotte or Raleigh
HybridFull Time
7+ YOEBachelor's preferred; 7+ years retirement plan experience; Series 6/7 and 63/65 required; knowledge of qualified plan investments and RPAG tool; strong communication and organizational skills.
RPAG Retirement Plan Fiduciary analysis tool
4w
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Retirement Plan Advisor
Plymouth, Minnesota, United States
$70k-$115k/yr HybridFull Time
5+ YOE5+ years in the retirement plan industry, Series 65 required, Life & Health licenses recommended, proficiency with plan design/compliance, investment concepts, Microsoft Office, CRM, and virtual meeting tools.
Microsoft Office Suite, CRM, Microsoft Teams, Zoom
1w
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Retirement Plan Consultant
Wakefield, Massachusetts, United States
$65k-$85k/yr HybridFull Time
3+ YOE3+ years defined contribution plan administration experience with TPA focus; knowledge of 401(k)/403(b)/profit sharing/defined benefit plans; retirement plan compliance testing; intermediate-advanced Microsoft Excel; Relius experience preferred; QKA progress preferred.
Microsoft Excel, Relius Administration
1w
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Retirement Plan Specialist
Sacramento, California, United States
$97k-$135k/yr OnsiteFull Time
5+ YOE5–10 years retirement plan administration experience, bachelor’s in accounting/finance/business/HR or equivalent, strong ERISA/DOL/IRS knowledge, advanced Excel and Microsoft Office skills, excellent communication and analytical abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Crystal Reports
3mo
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Retirement Plan Specialist
Albuquerque, New Mexico, United States
$63k-$79k/yr HybridFull Time
3+ YOEMinimum 3 years in retirement/financial services; Bachelor's degree or equivalent; FINRA Series 6/7 and 63/65; strong interpersonal and communication skills; willingness to travel.
3mo
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Retirement Plan Sales Consultant
Atlanta, Georgia, United States
HybridFull Time
5+ YOESell retirement plan solutions; 5+ years in retirement plan sales; FINRA licensing; ERISA knowledge; strong presentation/negotiation; Bachelor's preferred.
CRM
3w
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Retirement Plan Consultant
United States
RemoteFull Time
3+ YOE3+ years ERISA retirement industry experience; strong analytical, written and verbal communication; advanced Microsoft Word/Excel/Outlook; familiarity with FT William and Redtail; meeting deadlines and documenting client interactions.
FT William, Redtail, Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Senior Retirement Plan Administrator
Wellsboro, Pennsylvania, United States
RemoteFull Time
4+ YOEBachelor's degree with 4+ years related experience (or equivalent), retirement plan administration experience, securities registration and ASPPA recommended, strong communication, compliance, and analytical skills.
1w
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Retirement Plan Consultant, FuturePlan
New Jersey, United States
RemoteFull Time
3+ YOE3+ years ERISA/retirement plan experience, financial analysis skills, strong written and oral communication, Excel/Word/Outlook proficiency, Bachelor's degree preferred.
Relius, Microsoft Word, Microsoft Excel, Microsoft Outlook
1d
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Retirement Plan Advisor, Sr
Indianapolis or Nashville or South Saint Paul or Chicago or Des Moines or Milwaukee or Clayton or Louisville
$98k-$199k/yr OnsiteFull Time
5+ YOE5–10 years ERISA retirement plan sales/consulting experience preferred; strong plan design and fiduciary knowledge; bachelor’s degree preferred; Series 65/66 and ASPPA designations preferred; proven sales track record.
CRM
1w
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Retirement & Pension Plan Manager
United States
$101k-$146k/yr RemoteFull Time
4+ YOEBachelor's degree, 4+ years retirement/benefits experience, knowledge of retirement plan compliance and vendor management; CEBS/RMA/CRPP/CPFA preferred.
1mo
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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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Retirement Plan Administrator, (HSR)
Chicago or United States
$60k-$70k/yr RemoteFull Time
2+ YOEBachelor's degree required; 2+ years retirement plan administration experience (TPA preferred); strong ERISA and compliance testing knowledge; Relius and Microsoft Office 365 proficiency; ASPPA credentials preferred.
Relius, Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft Outlook
3mo
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Retirement Plan Specialist
Salt Lake City or Denver
$65k-$85k/yr RemoteFull Time
0+ YOE0-2 years outside B2B sales; driven to outbound calls; able to communicate effectively; strategic, independent; strong relationship skills; FINRA Series 6, 63, and SIE or to be obtained within 180 days; valid driver’s license; preferably Bachelor’s degree; knowledge of retirement products is a plus.
1mo
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Retirement Plan Services Manager
United States
$115k-$130k/yr HybridFull Time
5+ YOEBachelor's in business/finance, 5+ years in financial services as a retirement plan specialist/consultant, strong ERISA and retirement plan product knowledge, FINRA Series 7/24/66, CFP or AIF, strong analytical and communication skills.
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