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Retirement Consultant Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ...

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All JobsRetirement Consultant JobsRetirement Consultant Jobs in Appleton, WI

Retirement Consultant information

See Appleton, WI salary details

$42.4K

$69.7K

$96.1K

How much do retirement consultant jobs pay per year?

As of Aug 24, 2026, the average yearly pay for retirement consultant in Appleton, WI is $69,670.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,500.00 and $76,600.00 per year, depending on experience, location, and employer.

What does a retirement consultant do?

A retirement consultant works with individuals or organizations to offer guidance on retirement plans and related financial products. Your responsibilities are to consult with each client to learn more about their future financial goals and needs. You then suggest retirement plans that can help them reach their goals, and help them implement those plans and products into their lifestyle and budget. As a retirement consultant for an organization, your duties include suggesting which retirement plans and benefits they should offer employees. You may also assist employees with choosing retirement plans that fit their needs.

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

To thrive as a Retirement Consultant, you need a strong understanding of retirement planning, financial products, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant licenses such as FINRA Series 6/7 or state insurance licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is also essential. Excellent interpersonal communication, active listening, and problem-solving skills help build trust with clients and provide tailored advice. These competencies ensure clients receive sound retirement strategies and foster long-term relationships based on trust and expertise.

What are some common challenges retirement consultants face when working with clients, and how can they be addressed?

Retirement Consultants often encounter clients who have varying levels of financial literacy and different emotional attitudes toward retirement planning. Navigating these differences requires strong communication skills and the ability to explain complex concepts in clear, relatable terms. Additionally, adapting strategies to meet changing regulations and market conditions can be challenging. Successful consultants stay updated on industry trends, regularly attend training, and collaborate with colleagues in compliance, investment, and client service teams to provide well-rounded advice.

What is the difference between Retirement Consultant vs Financial Advisor?

AspectRetirement ConsultantFinancial Advisor
CredentialsCertifications like CFP, CRPC often preferredCFP, CFA, or similar certifications common
Work EnvironmentConsults with clients on retirement planning, often in financial firms or independentProvides comprehensive financial planning, investment advice, in banks, firms, or independent
Employer & IndustryFinancial services, retirement planning firms, insurance companiesFinancial services, wealth management firms, banks

Retirement Consultants focus specifically on retirement planning strategies, while Financial Advisors offer broader financial planning and investment advice. Both roles require similar certifications and often work in overlapping environments, but Retirement Consultants specialize in retirement-specific solutions.

More about Retirement Consultant jobs

What are popular job titles related to Retirement Consultant jobs in Appleton, WI?

For Retirement Consultant jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Retirement Consultant jobs in Appleton, WI look for?

The top searched job categories for Retirement Consultant jobs in Appleton, WI are:

Retirement Consultant jobs near you
Infographic showing various Retirement Consultant job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,670 per year, or $33.5 per hour.

Retirement Plan Service Consultant

KerberRose S.C.

WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 24 days ago

Job description

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.
Responsibilities
• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify process improvements to enhance service delivery
• Collaborate with internal teams to ensure consistent service
Requirements
• 5-10 years of experience in retirement plan services or administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems
• Professional designations (AIF®, CRPS®, QKA) preferred
Culture and Core Values
KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.
Wellness at KerberRose
We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

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