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Retirement Plan Specialist - Client-Focused Wealth Services

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: EisnerAmper LLP
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm seeks a detail-oriented Retirement Plan Specialist to oversee the management of retirement plans, including 401(k) options. The role involves advising plan sponsors, developing participant education, and ensuring compliance with regulations. Ideal candidates will possess a bachelor's degree or relevant experience in retirement administration, strong communication skills, and proficiency in retirement plan platforms. The position is based in Boston with an emphasis on client service and operational excellence.
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