Licensed Retirement Plan Advisor k) Design & Compliance
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Regulatory Compliance Specialist
Matrix, Inc is seeking a Licensed Retirement Plan Advisor to join our team on-site in the United States. The role focuses on health and compliance of 401(k) plans and delivering participant education with fiduciary guidance.
You will advise on plan design, investment selection, and regulatory responsibilities, balance client relationships with business development, and lead employee education sessions and enrollments. Active Series 65/66 licenses required, and 2-5 years of related experience.
The Licensed Retirement Plan Advisor — 401(k) Design & Compliance position in the Finance, Bio & Pharmacology & Health field is open for applications.
We have an opening for a Licensed Retirement Plan Advisor — 401(k) Design & Compliance in Peachtree Corners, GA, United States within Finance, Bio & Pharmacology & Health.
This role, Licensed Retirement Plan Advisor — 401(k) Design & Compliance at Hired by Matrix, Inc, could be your next career step.
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