Retirement Plan Consultant

Dallas, TX | Work from home flexibility

Posted: 05/23/2023 Industry: Employee Benefits & Retirement Services Job Number: YT23.4.17.5 Pay Rate: $70,000 - $85,000 Experience:

Job Description


In this role, this professional will be the face of the organization for approximately 40 to 60 retirement plans. They would be responsible for relaying plan issues with discrimination testing and government form filing (5500’s) as well on plan consultation on matters such as plan design, investment line up and overall plan reviews.  This person would travel throughout the Dallas area to meet with clients as well as have video conference calls with them on a regular basis.  This position reports directly to the Regional VP and will be their right-hand person for everything service and plan retention.


Job Requirements


Ideally this person would have done 401k plan administration or consultation in the past. FINRA licenses must be obtained, if they do not already have them, within a 90-day window.  This person should be energetic and passionate about the retirement plan market.   


$70,000 - $85,000 plus a 25% bonus, monthly car payment, gas and mileage and excellent benefits and retirement plan

Meet Your Recruiter

Yuliya Tuz

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