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Remote Retirement Consultant Jobs (NOW HIRING)

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Most positions are fully remote, which provides work-life balance while working with, and for, your ... Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Most positions are fully remote, which provides work-life balance while working with, and for, your ... Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to ...

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Remote Retirement Consultant information

What is a remote retirement consultant?

Remote Retirement Consultants are professionals who offer guidance and advice on retirement planning, investment strategies, and pension options while working remotely, typically from home or another off-site location. They assist clients in understanding their retirement savings options, maximizing benefits, and creating personalized retirement plans. These consultants communicate with clients via phone, video calls, or online platforms, making their services accessible regardless of geographic location.

What are the key skills and qualifications needed to thrive as a remote retirement consultant?

To thrive as a Remote Retirement Consultant, you need a solid understanding of retirement planning, financial products, regulations, and typically a bachelor's degree in finance or a related field along with relevant certifications such as FINRA Series 65 or Certified Retirement Counselor (CRC). Proficiency with retirement planning software, CRM platforms, and secure virtual communication tools is essential. Strong interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust with clients remotely. These abilities are crucial for delivering effective, compliant advice and fostering long-term client relationships in a virtual environment.

What are some common challenges faced by remote retirement consultants when working with clients virtually?

Remote Retirement Consultants often face challenges in building rapport with clients and ensuring clear communication without in-person meetings. Navigating different client time zones and schedules can add complexity to appointment coordination. Additionally, explaining complex retirement options or financial products over video or phone requires strong digital communication skills and the ability to simplify information. Successful consultants leverage secure digital tools and prioritize proactive follow-up to maintain trust and clarity throughout the planning process.

What is the difference between Remote Retirement Consultant vs Remote Financial Advisor?

AspectRemote Retirement ConsultantRemote Financial Advisor
CertificationsCertified Retirement Counselor (CRC), CFP often preferredCFP, CFA, or similar financial planning certifications
Work EnvironmentClient consultations, plan analysis, remote supportFinancial planning, investment advice, client meetings
Industry UsageRetirement planning firms, insurance companies, financial servicesFinancial planning firms, banks, independent advisors
Search & Comparison IntentFocus on retirement-specific planning and guidanceBroader financial planning and investment management

Remote Retirement Consultants specialize in retirement planning, focusing on retirement income strategies and pension options, often requiring certifications like CRC or CFP. Remote Financial Advisors provide comprehensive financial advice, including investments and estate planning, with similar certifications. While both roles work remotely and serve clients in the financial industry, Retirement Consultants focus specifically on retirement solutions, whereas Financial Advisors cover a broader range of financial services.

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The most popular types of Retirement Consultant jobs are:

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The top searched job categories for Remote Retirement Consultant jobs are:

Remote Retirement Consultant jobs near you
Infographic showing various Remote Retirement Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Retirement Plan Consultant

Definiti

Erie, PA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Job Type
Full-time
Description
Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You'll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
Purpose of position
The Retirement Plan Consultant (RPC) will utilize strong consultative skills to establish and maintain trusted relationships with clients, ensuring their needs are fully addressed and expectations met. The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing primarily on small and less complex plans. This role requires the ability to convey complex information clearly and effectively, ensuring clients understand their options and the solutions provided.
Primary Duties and Responsibilities
  • Review, interpret, and advise on Plan Documents, Amendments, Notices, and Summary Plan Descriptions.
  • Manage relationships and consult with clients to oversee annual administration and special projects, as outlined in the scope of services.
  • Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored solutions that help clients maintain their qualified plans.
  • Analyze plan provisions and census data to determine eligibility, key/highly compensated employees, and input relevant data.
  • Perform contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing, New Comparability, and income allocations for unincorporated businesses.
  • Conduct ADP/ACP, Coverage, Top Heavy, Non-discrimination, and other Compliance Testing, including corrective actions for failed tests and projected testing.
  • Prepare and reconcile trust accounting records.
  • Prepare Valuation and Compliance Reports.
  • Handle government form preparation, including Form 5500, Form 8955-SSA, & Form 5330
  • Provide audit support for large plans.
  • Conduct annual administration reviews with Plan Sponsors and Advisor, as needed.
  • Complete plan specifications with recordkeepers when changes are made to plan provisions.
  • Continuously expand expertise and stay informed on relevant regulations.
  • Assist with other plan administration inquiries as required.
  • Actively contribute to the development and enhancement of processes and procedures, valuing creativity and innovation.

Requirements
Competencies Required
  • Exhibit strong consultative abilities to guide decision-making and problem-solving.
  • Demonstrate exceptional attention to detail and highly developed organizational skills.
  • Display excellence in both written and verbal communication.
  • Prioritize time management to meet deadlines and maintain project timelines.
  • Maintain a professional and positive demeanor when interacting with colleagues.
  • Ensure timely follow-up on outstanding items with internal teams.
  • Proficient in reconciliation processes to ensure accuracy and integrity of data.
  • Thrive in both independent and team-based work environments, especially in fast-paced settings.
  • Possess strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies.

Education and Qualifications
  • High School Diploma or GED required
  • Minimum 2 years of experience in a financial services operations environment
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent

Remote Working Requirements
As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Benefits
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
  • A virtual-first work philosophy for most jobs
  • 401(k) with up to 4% match
  • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn't accrue.
  • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

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