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Retirement Plan Onboarding Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Cetera Financial Group Inc
Full Time position
Listed on 2026-10-07
Job specializations:
  • HR/Recruitment
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below

Cetera Financial Group Inc is seeking a Retirement Plan Onboarding Associate to coordinate the onboarding of new retirement plans, ensuring timely and accurate completion of required information and documentation across advisors, clients, and internal teams. The role requires hybrid attendance in accordance with the company policy.

Responsibilities include reviewing plan documents for completeness, escalating issues when needed, and maintaining accurate onboarding records.

Our team is growing, and we are hiring a Retirement Plan Onboarding Specialist in Dallas, TX, United States.

The position is based in Dallas, TX, United States.

This opportunity is part of our work in Management & Operations, Other.

The advertised compensation is 42.000 - 65.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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