Retirement Plan Service Consultant

Dallas, TX

Posted: 12/05/2023 Industry: Employee Benefits & Retirement Services Job Number: ME23.10.26.1 Pay Rate: $65k-100k base, $100k-110k+ possible full comp Experience:

Job Description

We are seeking a Retirement Plan Service Consultant to join our Client's team. This position is for a retirement plan professional who would be interested in joining a mid-size national firm with room to grow.


  • Coordinate with plan sponsors of various organizations in order to get the incoming plans transitioned smoothly.
  • Relay complex information regarding failed discrimination tests, plan design and investment line ups.
  • Work with payroll integration and auto enrollments and would be responsible for some day to day client service.
  • Build rapport though excellent communication and writing skills and be energetic and professionally driven.



Job Requirements


  • Previous experience in client service on the retirement plan side of the business
  • Past experience with retirement plan administration and/or consulting a huge plus
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
  • FINRA Series 6 and 63 and Life and Health licenses.

Compensation: The full compensation ranges from $100k-$110K (possibly more). The position pays a base compensation of $65k - $100k dependent on having an active FINRA Series 6 and 63 license

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