Retirement Counselor | Mid-Senior Level (seeking various experience levels)|$80,000-$240,000 DOE + bonus|M-F 8:00-5:00| On-site+ travel| Direct Hire
What Matters Most
- Competitive Pay of$80,000-$240,000(DOE)+ bonus
- Schedule:M-F 8:00AM-5:00PM
- Location:Carrollton, TX 75007(travel 40%)
- Direct Hireopportunity with career growth and stability
Job Description
We are seeking a Retirement Counselor to manage and strengthen long-term relationships with retirement plan sponsor clients. This role combines client service, retirement plan consulting, governance support, and coordination with recordkeepers and TPAs, with approximately 40% travel tomeet withclients and plan participants.
Responsibilities:
- Manage long-term relationships with retirement plan sponsor clients.
- Serve as the primary point of contact, ensuring client satisfaction and retention.
- Support retirement plan design, governance, and compliance initiatives.
- Consult with clients on investment objectives and assist with Investment Policy Statement (IPS) updates.
- Coordinate with recordkeepers, TPAs, and other service providers.
- Oversee plan amendments, installations, asset transfers, and investment lineup changes.
- Develop and deliver participant education and enrollment programs.
- Provide ongoing support for annual retirement plan administration requirements.
- Communicate market updates, investment strategies, and plan-related changes to clients.
- Deliver fee benchmarking and other information supporting plan sponsor fiduciary responsibilities.
- Collaborate with internal teams and external providers to ensure effective plan servicing.
- Travel approximately 40% to meet with clients and plan participants.
- Maintain strict boundaries around investment advice and recommendations.
Qualifications and Requirements:
- Bachelor’s degree or equivalent combination of education and experience.
- 2+ years of experience in asset management, retirement services, financial services, or client service preferred.
- Strong knowledge of securities, financial markets, and retirement plans.
- Excellent verbal and written communication skills.
- Strong client-service and relationship-management skills.
- Ability to work with complex, sensitive, and high-profile client relationships.
- Strong analytical, problem-solving, and critical-thinking skills.
- High attention to detail with strong organizational and time-management abilities.
- Ability to prioritize multiple tasks and adapt in a fast-paced environment.
- Proficiency with Microsoft Office Suite.
- Ability to travel approximately 40% of the time for client and participant meetings.
- Ability to obtain required securities licenses/registrations or currently hold the applicable licenses or designation.
- Must understand and maintain therole’s restrictionsregarding providing investment advice or recommendations.
Benefits and Perks:
- Competitive Compensation:$80,000–$240,000 DOE + bonus
- Health Coverage:Medical, dental, and vision insurance with company-paid premiums
- Retirement Plan:Employer match on employee contributions, subject to plan and IRS limits
- Paid Insurance:Company-sponsored life, AD&D, short-term disability, and long-term disability coverage
- Employee Assistance Program:Confidential counseling and wellness resources
- Healthcare Concierge:
