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Retirement Associate Jobs in California (NOW HIRING)

County of Mendocino, CA

Retirement Accountant

Ukiah, CA · On-site

$73.63K - $89.50K/yr

Retirement Association Opening Date: 05/22/2026 Closing Date: 6/14/2026 11:59 PM Pacific The ... Associate degree or equivalent from an accredited college in finance, accounting or closely related ...

County of Mendocino

Retirement Accountant

Ukiah, CA

$73.63K - $89.50K/yr

Associate degree or equivalent from an accredited college in finance, accounting or closely related ... County Employees' Retirement Law of 1937 (CERL), principles and operations of retirement systems ...

Empower

Retirement Plan Advisor - Spanish

Los Angeles, CA · On-site +1

$79.40K - $112.18K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ...

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Retirement Associate information

What are the key skills and qualifications needed to thrive as a Retirement Associate, and why are they important?

To thrive as a Retirement Associate, you need a solid understanding of retirement plans, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with recordkeeping systems, retirement plan administration software, and certifications such as ASPPA or CEBS are commonly required. Excellent communication, attention to detail, and strong customer service skills help Retirement Associates effectively guide clients and resolve issues. These skills and qualifications ensure accurate plan management and foster trust with clients navigating complex retirement options.

What are some typical challenges Retirement Associates face when assisting clients with retirement planning?

Retirement Associates often encounter challenges such as explaining complex retirement plan options in an easily understandable way, staying updated on changing regulations, and addressing clients’ concerns about financial security. Clients may have varying levels of financial literacy and unique needs, requiring patience and strong communication skills. Balancing administrative tasks with personalized customer service is also common, making organization and time management essential for success in this role.

What are Retirement Associates?

Retirement Associates are professionals who assist clients with retirement planning and benefits administration. They typically work for financial firms, retirement plan providers, or human resources departments, helping individuals understand their retirement options, manage accounts, and process related paperwork. Their role may include explaining plan features, ensuring compliance with regulations, and answering questions about contributions, distributions, and vesting. Retirement Associates play a key part in helping clients make informed decisions for their financial future.

What is the difference between Retirement Associate vs Financial Advisor?

AspectRetirement AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 6 or 63 are commonRequires a bachelor's degree; often holds certifications such as CFP, Series 7, or 66
Work EnvironmentFinancial institutions, retirement plan providers, or insurance companiesIndependent or firm-based; client-facing roles in financial planning
Employer & IndustryFinancial services, retirement planning firms, insurance companiesFinancial planning firms, banks, investment firms
Search & Comparison IntentPeople comparing entry-level retirement planning roles with financial advisingIndividuals seeking comprehensive financial planning services

The main difference is that a Retirement Associate typically supports retirement plan administration and client service within financial institutions, often requiring basic certifications. A Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications like CFP. While both roles work within the financial industry, their responsibilities and client interactions differ significantly.

What are the most commonly searched types of Retirement jobs in California? The most popular types of Retirement jobs in California are:
What cities in California are hiring for Retirement Associate jobs? Cities in California with the most Retirement Associate job openings:
Retirement Associate jobs near you
Retirement Services Accounting Associate

Retirement Services Accounting Associate

Nicholas Pension Consultants Inc

Rancho Cordova, CA • On-site

$26/hr

Full-time

Medical, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Description:

WHO WE ARE:

Nicholas Pension Consultants specializes in quality 401(k) pension plan administration with local service at a reasonable cost. We are a third party pension administration and consulting firm that does not handle any investments or insurance. Our main office is in Rancho Cordova, CA, and we also have an office in Corona, CA. Our privately held TPA firm has approximately 80 employees with hundreds of years of combined experience and a dedicated ownership team with decades in the industry. We have steadily grown to administer nearly 4,000 retirement plans, which represent over 50,000 participants and over 5 billion in assets. We continue to hire as our client base continues to increase organically. Our growth has resulted in recognition by INC 5000 as one of the fastest growing companies in America. To accommodate our growth we have purchased and remodeled our office building, including a recreation/exercise room, in order to create a comfortable and permanent home for our staff. We have a positive and focused team of employees and enjoy occasional off-site events and community service projects together. Visit our website and reference the following videos to learn more about our company:

- TPA Cycle: https://nicholaspension.com/tpa-cycle-video/

- NPC Staff: https://nicholaspension.com/npc-staff-video/

- NPC Games: https://nicholaspension.com/npc-games/


WHAT WE ARE LOOKING FOR:

We are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Rancho Cordova, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Associates are responsible for assisting our Administrators in leading their clients through the annual cycle of retirement plan administration. Through training on the below job responsibilities, Associates are equipped for promotion to obtain their own clients, generally within 1-2 years. Once the Administrator role is mastered, multiple career paths are available, including the roles of Senior Administrator, Compliance Administrator & Team Lead.

JOB RESPONSIBILITIES/DUTIES:

· Correspond with clients over phone and email

· Collecting payroll data and investment statements from clients

· Balancing the payroll data against investment statements

· Calculating the employer matching and profit sharing contributions

· Preparing the 5500 tax filing form


BENEFITS:

We offer competitive compensation, bonus program, 401(k) plan with employer contributions, health, vision, life, long-term disability insurance, paid vacation, sick pay, and more.

Requirements:

Below you will find qualifications for the position as well as examples of possible backgrounds suitable for a transition into the position.


QUALIFICATIONS:

· Character and integrity

· Aptitude toward math and accounting

· Minimum 2 years professional office experience

· Desire to take ownership of the position and put in hard work

· Team-oriented personality with the ability to also work independently

· Good organizational skills and attention to detail

· Strong verbal and written communication skills

· Display discreetness, awareness and confidentiality of work

· Strong multi-tasking capabilities, flexibility, and adaptability.


This position is well suited for individuals transitioning from roles such as bank tellers or other clerical positions.


The role offers structured training, increased exposure to the financial operations industry, and a clear path into a career in retirement plan administration.