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Senior Retirement Plan Strategist

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Wealthspire
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 75000 - 132000 USD Yearly USD 75000.00 132000.00 YEAR
Job Description & How to Apply Below

Wealthspire, located in Orlando, Florida, is seeking a Retirement Plan Administrator to manage client relationships and provide consultancy on retirement plans. The successful candidate will have at least 5 years of relevant experience, strong Microsoft Office skills, and a commitment to quality customer service.

The role includes conducting investment analyses, managing compliance issues, and participating in team projects. We offer a competitive salary ranging from $75,000 to $132,000, PTO, and 401(k) with a match.

The following opportunity is for a Senior Retirement Plan Strategist with Wealthspire.

Consider building your career as a Senior Retirement Plan Strategist at Wealthspire.

The Senior Retirement Plan Strategist position in the Consulting field is open for applications.

We have an opening for a Senior Retirement Plan Strategist in Orlando, FL, United States within Consulting.

Position Requirements
10+ Years work experience
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