Licensed Retirement Plan Advisor
Job in
Peachtree Corners, Gwinnett County, Georgia, 30092, USA
Listed on 2026-07-27
Listing for:
Kaizen Lab Inc.
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Regulatory Compliance Specialist
Job Description & How to Apply Below
Licensed Retirement Plan Advisor
Do you love technology? Are you looking for a great company that offers growth and skills development?
Join the Payentry Team! We are actively looking for a Licensed Retirement Plan Advisor to join our retirement plan benefits team. This role would serve as the primary consultant for our clients, managing the health and compliance of their 401(k) plans while providing one-on-one financial education to their employees. This role balances relationship management, regulatory oversight, and business development.
What You’ll Do:- Serve as the plan advisor for clients and advise on plan design, investment selection, and fiduciary responsibilities.
- Act as the main point of contact for plan sponsors to ensure high retention and satisfaction.
- Identify growth opportunities for the firm.
- Conduct employee education sessions and enrollment meetings as well as individual retirement readiness sessions as needed.
- Monitor plan testing and assist with annual filings and CMS disclosures.
- Assist with preparing the required reports and with audits.
- Other duties as assigned.
- Licensing:
Active Series 65 or 66 is required. - 2-5 years of experience in retirement plan services or financial advising roles.
- Deep understanding of ERISA regulations, 401(k) compliance, and fiduciary standards.
- Strong organizational and time management skills
- Ability to meet strict deadlines and work independently.
- Proficiency in Microsoft Office Suite and CRM software.
- Excellent attention to detail and communication (written and verbal) skills.
- Excellent troubleshooting/ problem-solving skills
- Professional other certifications (PHR, CRPS, AIF) are a plus.
Peachtree Corners, GA, Hybrid Schedule
Total Rewards and Growth:- A start to a career within a fast-growing company
- A competitive benefits package including medical, dental, and vision insurance for you and your family
- 100% company-paid life, short-term, and long-term disability benefits.
- 401(k) Safe Harbor plan with up to a 4% company match with vesting from day one (1).
- Generous discretionary paid time off package with immediate eligibility.
Payentry is an EEO Employer - M/F/Disability/Protected Veteran Status
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×