Retirement Plan Advisor

Orange County, CA

Posted: 07/17/2024 Industry: Employee Benefits & Retirement Services Job Number: SA22.8.23.1 Pay Rate: $90,000 - $120,000 Remote: Experience:

Job Description

Retirement Plan Advisor

Leading Retirement Provider

Southern California

The Retirement Plan Advisor is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction.


  • Consult with plan sponsors to ensure client satisfaction and drive key results.
  • Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
  • Provide key insights on plan design, industry trends, legislation, funding, etc.
  • Facilitate and lead participant meetings including one-on-one to driving plan participation.
  • Work with clients on RFP’s and benchmark vendors.
  • Collaborate internally with other team members to meet deliverables and provide exceptional client service


Job Requirements

Preferred Qualifications

  • Previous experience consulting in person with institutional retirement plan sponsors
  • Bachelor’s degree or equivalent from accredited institution
  • FINRA 7, 66, and Life license 

Orange County, CA

Mid $90's to $120k with 10-30% bonus

Meet Your Recruiter

Steve Anderson
Retirement Svcs Recruiter - Section Manager

Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business. 

Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience. 

Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. 

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