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Retirement Plan Consultant Jobs (NOW HIRING)

Jobtailor

Retirement Plan Consultant

Armonk, NY · On-site

$100 - $160/hr

Analyzing and designing retirement plan structures * Acting as a strategic workforce consultant * Effectively communicating the broader OneDigital value proposition to prospective clients * Working ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

SaveDay Inc

Retirement Plan Consultant

Sunnyvale, CA · On-site

... and retirement plans Responsible for all aspects of ERISA plan administration including Defined ... investment advisors, consultants, and client referral sources. Qualifications Nice to have ...

Sentry

Retirement Plan Consultant

Denver, CO · On-site

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

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 ...

Sentry Insurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

Sentry Insurance

Retirement Plan Consultant

Kansas City, KS · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

Sentryinsurance

Retirement Plan Consultant

Denver, CO · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

Sentry Insurance

Retirement Plan Consultant

Kansas City, KS · On-site +1

$68K - $102K/yr

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

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 ...

SaveDay Inc

Retirement Plan Consultant

Sunnyvale, CA · On-site

... and retirement plans Responsible for all aspects of ERISA plan administration including Defined ... investment advisors, consultants, and client referral sources. Qualifications Nice to have ...

ASCENSUS

Retirement Plan Consultant

Dresher, PA

A Retirement Plan Consultant is able to handle client meetings both on video and via phone. This position requires advanced knowledge of plan design, testing, 5500's, loans and distributions and can ...

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Retirement Plan Consultant information

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$43.5K

$71.4K

$98.5K

How much do retirement plan consultant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for retirement plan consultant in the United States is $71,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What does a Retirement Plan Consultant do?

A Retirement Plan Consultant helps businesses and organizations design, implement, and manage employee retirement plans. They ensure compliance with regulations, provide guidance on plan options, and assist employers in making informed decisions to maximize benefits for employees. Consultants may also educate employees on investment choices and retirement planning. Their goal is to create efficient and effective retirement solutions that align with company objectives and employee needs.

What are the key skills and qualifications needed to thrive in the Retirement Plan Consultant position, and why are they important?

To thrive as a Retirement Plan Consultant, you need in-depth knowledge of retirement plan design, ERISA regulations, and financial analysis, typically supported by a degree in finance, accounting, or a related field. Familiarity with recordkeeping software, plan administration systems, and professional certifications like QKA or CPC are often required. Outstanding communication, relationship-building, and problem-solving skills set top consultants apart. These abilities are vital for ensuring regulatory compliance, delivering effective client solutions, and maintaining strong client relationships.

How do you become a retirement plan consultant?

To become a retirement plan consultant, individuals typically need a bachelor's degree in finance, economics, or a related field, along with experience in financial advising or employee benefits. Earning certifications such as the Certified Employee Benefits Specialist (CEBS) or Certified Financial Planner (CFP) can enhance credibility. Strong knowledge of retirement plans, compliance regulations, and client management skills are essential for success in this role.
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Retirement Plan Consultant jobs near you
Infographic showing various Retirement Plan Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Retirement Plan Consultant

Jobtailor

Armonk, NY • On-site

$100 - $160/hr

Other

Retirement

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Responsibilities
  • Designing, implementing, and maintaining qualified retirement plans for clients
  • Primary owner of a book of business
  • Analyzing and designing retirement plan structures
  • Acting as a strategic workforce consultant
  • Effectively communicating the broader OneDigital value proposition to prospective clients
  • Working with service teams to provide an exceptional level of customer service, driving client retention
  • Developing and managing a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management
  • Effectively communicating the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions
  • Achieving and exceeding annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals
  • Participating in industry and conference presentations to showcase expertise and generate leads
  • Organizing and managing prospect events to educate potential clients about retirement plan options
  • Leading client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
  • Developing and executing a customized relationship strategy that aligns with each client’s unique situation
  • Building and maintaining positive relationships with assigned clients, fostering open communication and exceeding expectations
  • Performing investment advisory services for clients, adhering to all regulatory guidelines
  • Selecting and presenting a diverse range of plan options and investment choices to decision-makers
  • Leveraging local and national strategies to provide participants with guidance on account-related questions
  • Designing complex retirement plan structures tailored to meet institutional client needs
  • Conducting benchmarking due diligence to ensure clients’ plans are competitive and meet industry standards
  • Coordinating RFP fulfillment, demonstrating OneDigital’s capabilities and value proposition
  • Staying informed of industry trends and regulatory changes to ensure client plan compliance
  • Providing ongoing consultation regarding plan needs, potential changes, amendments, and recommending adjustments when necessary
  • Collaborating with Plan Administration Specialists to explain testing requirements and proposing strategies for plan compliance (non‑discrimination testing review/analysis)
  • Facilitating Fiduciary training, ensuring clients understand their responsibilities and best practices
  • Offering regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans
Requirements
  • Bachelor’s degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
  • Must possess a valid, relevant securities license
  • 2+ years of retirement plan related experience required
  • 2 – 5 years of industry related sales experience preferred
  • Proven track record of exceeding sales goals
  • Strong understanding of ERISA regulations and fiduciary best practices
  • Excellent communication, presentation, and interpersonal skills
  • Ability to work and make decisions independently
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
  • Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred
  • Proven success with multi-tasking and managing priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
  • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
  • Regular and predictable attendance is required
  • Business travel up to 25%
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