Job Description

OverviewAre you ready to take-off in your career and help employees prepare for their retirement? Come be a part of something new and our client take their investment expertise into the 401(k) marketplace. You will have the opportunity to work with small and mid-sized companies to provide customized 401(k) retirement options. Join our client’s firm as a Retirement Counselor, and use your experience working with 401(k) plans to take your career to the next level!The Opportunity:Our client is a 3(38) Fiduciary. Retirement Counselors play a pivotal role by building relationships with Plan Sponsors (C-Level Executives) and empowering plan participants to reach their retirement goals through education. The specialized structure separates sales from service, allowing Retirement Counselors to remain committed to helping clients instead of selling products. A team effort is what makes the 401(k) Solutions group unique, Retirement Counselors work with the Operation Specialists who provide hands-on support to Plan Participants. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. Come be a part of this unique and exciting group that is expanding every day!The Day-To-Day:You will work with members of different teams from 401(k) Sales, Service, and Operations. Your main responsibilities will be: Work with Plan Sponsors (C-Level Executives) and Plan Administrators by serving as their primary contactHelp oversee the navigation of the retirement plan conversion process from start to finishPresent to groups of Plan Participants, and educate them on their 401(k) Plan offerings while guiding them to saving for retirementConduct annual plan performance reviews on design enhancements, including ways to improve plan participation and increase employee contributionsBe the liaison to each plan’s record-keeper and third-party administratorPrepare for regulatory audits and ensure client servicing guidelines are metYour Qualifications:Bachelor degree and 4+ years of working in the retirement spaceSeries 65 (our client will help you obtain upon starting)Experience in the complex retirement plan landscape, including the intricacies of ERISA, DOL, and IRS rules and regulationsA background in managing complexity and providing unparalleled client serviceWillingness to travel ~40% and present to large groups with varying levels of investment knowledge (NOTE: Travel is currently on pause due to COVID-19)Benefits:A 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment If you are ready to make a difference in the lives of people, apply today!\ OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYERType: Direct HireCategory: Retirement CounselorDate Posted: 2026-05-12

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