Retirement Plan Consultant
Retirement Plan Consultant
Our client is seeking a detail-oriented and client-focused Retirement Plan Consultant to support our growing retirement plan practice. This role is ideal for an organized professional who enjoys working in a collaborative environment, managing administrative processes, and delivering excellent service to clients and participants.
Job Duties:
· Assisting with administrative work, such as entering new opportunities and establishing new account records into CRM, and tracking service delivery for book of business (ensuring we are touching base with each client at least once/quarter, scheduling APRs and employee education meetings, entering notes and other custom data such as payroll provider/ER disc match/TPA/etc. into CRM)
· Gathering reports and other materials to help with client meeting prep
· Responding to participant and plan sponsor inquiries
· Acting as liaison for retirement plan partners, including M Financial and TPAs
· Assisting with participant education program
· Recognizing potential leads for retirement plans and other ancillary products; passing lead to appropriate internal advisor partner and documenting its progress
· Supporting special projects as requested
· Adapt to changing priorities by assuming new tasks and responsibilities as required
Skills:
· A basic understanding of ERISA, IRS, & DOL regulations (for example Form 5500s, Non-Discrimination Compliance Testing, Plan Design, etc.)
· Warm customer service skills, making each client feel valued
· Strong work ethic and critical thinking skills mandatory
· Ability to work in a fast-paced environment and be efficient
· Adaptable to change and growth oriented
· Proficiency with technology and learning new systems
· Must be organized and detail oriented – accuracy is of upmost importance
Required Credentials & Experience:
· Minimum 3 years’ experience with Retirement Plans (primarily 401(k) plans)
· Prior experience working with Record-keepers, TPAs, and financial advisors
· Proficiency in basic software such as Microsoft Office applications, Adobe, Zoom, etc.
· Ability to work independently in a remote environment while consistently meeting and exceeding expectations
Preferred Credentials & Experience
· Experience with 3(21) and 3(38) fiduciary service and quarterly deliverables
· Securities License (series 6 & 63)
· Basic investment knowledge
Our client prides themselves on fostering a friendly, supportive, and team-oriented work environment where employees are valued and encouraged to grow. Our client is committed to delivering thoughtful, client-centered financial guidance, and we believe that starts with empowering our team members.
Employees enjoy:
· A collaborative culture that emphasizes teamwork and mutual respect
· Opportunities for professional development and growth
· A strong commitment to client service excellence
· Leadership that values integrity, relationships, and long-term success
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Work Environment
This role offers the opportunity to be part of a dynamic and service-driven team where adaptability, initiative, and attention to detail are key to success. We maintain a positive workplace culture that supports both individual achievement and team collaboration.