Retirement Plan Consultant / 401k Advisor
Posted: 03/11/2026
Industry: Employee Benefits & Retirement Services
Job Number: ME25.9.11.1
Pay Rate: $75,000 - $125,000
Remote: On-Site
Experience:
Job Description
Compensation = $75,000 - $125,000
Retirement Plan Consultant / 401k Advisor
The Retirement Plan Advisor works closely with the plan sponsors of the clients. This includes analysis of investments, fiduciary reviews, plan design consulting, reporting requirements and other client service needs.
Duties and Responsibilities:
- Provide client service to ensure an outstanding experience for all retirement plan clients
- Implement and monitor client plans for proper investments, plan strategy, and providing portfolio recommendations
- Responding to plan sponsor and plan participant questions and requests
- Explain failed compliance testing and other plan provisions needed to the plan sponsor
- Responsible for client meeting preparation, meeting notes, and client follow-up
- Responsible for quarterly investment reviews for retirement plans
Qualifications:
The position typically requires the following skills:
- Bachelor's Degree
- Must be able to commute into the office
- 5 years or more of related experience working with a TPA, Recordkeeper or financial services firm
- Experience with retirement plan client service
- Experience interacting with clients
- Understanding of basic investment concepts
- Proficient in PowerPoint and Excel
- Clean FINRA Series 65
#LI-ME1
Meet Your Recruiter
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Morristown, NJ
Discover exciting job opportunities in and around Morristown, New Jersey! This vibrant area, located in Morris County, offers not only a thriving job market but also a rich tapestry of historical landmarks, charming boutiques, and delectable cuisine. From the Morris Museum and Mayo Performing Arts Center to the Morristown National Historical Park and Jockey Hollow, this region is a treasure trove of culture and history. With proximity to major metropolitan areas like New York City and Philadelphia, as well as easy access to outdoor recreation at parks like Lewis Morris County Park, Morristown provides a perfect blend of urban excitement and natural beauty for job seekers to explore. Start your next career adventure in Morristown and experience the unique charm and endless growth opportunities this area has to offer!