Junior Retirement Plan Advisor

Job Title: Junior Retirement Plan Advisor Department:
Retirement Plan Consulting

Position

Reports To:

Retirement Plan Consultant/Advisor, SVP Client Relationship Management

Full or Part Time: Full Time

FLSA Status: Exempt

We are seeking a motivated Junior Retirement Plan Advisor to join our growing retirement plan consulting practice in Cincinnati, Ohio. This position is ideal for an early-career professional with a passion for retirement plans, client service, and financial wellness who is looking to build a long-term career in the retirement plan industry.

Working alongside senior advisors, you will gain hands‑on experience supporting employer-sponsored retirement plans, developing fiduciary consulting expertise, and helping participants prepare for retirement. This role offers significant growth opportunities, mentorship, and professional development within a boutique advisory firm.

As a Junior Retirement Plan Advisor, you will support senior consultants in delivering investment, fiduciary, and retirement plan consulting services to plan sponsors. You will participate in client meetings, prepare reports, assist with participant education, and develop the technical knowledge needed to become a trusted retirement plan advisor.

This role provides a clear career path toward managing client relationships and serving as a lead retirement plan consultant.

• Assist senior advisors in servicing retirement plan clients.
• Participate in client review meetings, fiduciary committee meetings, and annual plan reviews.
• Help prepare meeting agendas, presentations, reports, and follow‑up materials.
• Maintain regular communication with clients, TPAs, recordkeepers, and other service providers.
• Support efforts to deliver an exceptional client experience.

• Assist with investment monitoring and quarterly reporting.
• Prepare performance reviews and investment committee materials.
• Support fee benchmarking and vendor analysis projects.
• Help maintain investment due diligence files and fiduciary documentation.
• Learn ERISA fiduciary best practices and retirement plan governance standards.

• Support plan design discussions and retirement plan strategy initiatives.
• Assist with data gathering and analysis for:
  • 401(k) Plans
  • Safe Harbor Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Plans

Coordinate with TPAs, recordkeepers, and other professional partners.

• Assist with employee education meetings and enrollment sessions.
• Support participant communication campaigns.
• Help coordinate financial wellness and retirement readiness programs.
• Respond to participant inquiries and requests in a professional manner.

• Assist with proposal preparation and prospect presentations.
• Participate in networking and community events.
• Help identify opportunities for client and referral partner engagement.
• Support the firm's marketing and business development initiatives.

• Bachelor's degree in Finance, Business, Economics, Financial Planning, or related field.
• 1-3 years of experience in retirement plans, wealth management, employee benefits, financial services, or a related field.
• Strong interest in retirement plan consulting and fiduciary services.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to work effectively in a team-oriented environment.

• Experience with retirement plan recordkeeping, TPA, or advisory firms.
• Progress toward or interest in obtaining professional designations such as:
  • CPFA®
  • AIF®
  • CFP®
  • C(k)
    P®
• Basic understanding of ERISA and qualified retirement plans.
• Experience with…