Retirement Plan Counselor

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Posted Oct 30, 2026

Remote · US Full Time

Est. $65K – $85K/yr

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Overview

This role is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Retirement Plan Counselor uses technology and tools to help participants improve retirement outcomes. The position also supports the Relationship Management team by helping establish and maintain relationships with key stakeholders within the assigned territory.

Responsibilities

Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings using various technologies
Drive participants to take measurable actions to improve retirement outcomes, including:
- plan enrollment
- deferral increases
- rollovers from previous plans
Achieve business results while facilitating impactful conversations and meeting service level agreements
Complete reporting requirements within required timeframes, including logging meetings, attendees, and outcomes in appropriate systems
Build and maintain strong relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize successful participant outcomes
Manage meeting schedules, including travel booking
Provide feedback to local relationship managers on the effectiveness of communication materials/strategies and help identify alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on territory demands

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Requirements

Bachelor's degree and/or equivalent experience considered in lieu of a degree
2–4 years of relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strong relationship-building and territory management skills
FINRA Series 6 and Series 63 registrations required within established timelines
FINRA fingerprinting required

Preferred Qualifications

Working knowledge of Salesforce
Ability to calculate figures such as interest, proportions, percentages, and fractions
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions
Basic knowledge of defined contribution plans

Compensation & Benefits

Base Salary Range: $0.00 - $0.00
Non-sales positions may participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan; total compensation may exceed base salary depending on individual performance.
Tuition reimbursement up to $5,250/year
Medical, dental, vision, and life insurance
Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time: 16 hours per calendar year
Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business-casual environment with the option to wear jeans
Business Resource Groups (BRGs) open to all
Equal opportunity employer; drug-free workplace

Additional Requirements (Work Authorization)

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Remote/Hybrid Requirements

For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with a suitable place in the home to work with limited disruption. Connectivity must be from an internet service provider that is fiber, cable, or DSL. Other necessary computer equipment will be provided. Work in the office may be required if the home work environment and required internet connection are not adequate.