Hybrid Retirement Plan Specialist - Client Onboarding
Remote / Online - Candidates ideally in
Fort Collins, Larimer County, Colorado, 80523, USA
Listed on 2026-07-14
Fort Collins, Larimer County, Colorado, 80523, USA
Listing for:
Focus Financial Partners
Full Time, Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Focus Financial Partners seeks a Retirement Plan Specialist to support employer-sponsored retirement plans, onboarding new clients, and coordinating plan reviews. You will prepare materials for client presentations and educate participants, with a focus on accuracy and service excellence.
The role requires ERISA knowledge, strong communication, and collaboration across internal teams, with a hybrid schedule offering in-office and remote work options.
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