Licensed Retirement Plan Advisor
Job in
Peachtree Corners, Gwinnett County, Georgia, 30092, USA
Listed on 2026-10-16
Listing for:
Hired by Matrix, Inc
Full Time
position Listed on 2026-10-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Regulatory Compliance Specialist
Job Description & How to Apply Below
Join a leading company in payroll, human resources, and workforce management as a Licensed Retirement Plan Advisor.
At-a-GlanceJoin a leading company in payroll, human resources, and workforce management as a Licensed Retirement Plan Advisor.
Position Type- Direct Hire
- On-Site
- Active Series 65 or Series 66 license
- 2-5 years of experience in 401(k) retirement plan services or financial advising roles
- Deep understanding of ERISA regulations, 401(k) compliance, and fiduciary standards
- Proficiency in Microsoft Office Suite and CRM software
- Professional certifications such as PHR, CRPS, or AIF
- Strong organizational and time management skills
- Ability to meet strict deadlines and work independently
- Excellent written and verbal communication skills
- Strong attention to detail
- Excellent troubleshooting and problem-solving skills
- Serve as the primary consultant to retirement plan clients, overseeing the health and compliance of their 401(k) plans and providing one-on-one financial education to plan participants
- Balance client relationship management, regulatory oversight, and business development, supporting the growth of retirement plan benefits practice
- Advise on plan design, investment selection, and fiduciary responsibilities for assigned clients
- Act as the main point of contact for plan sponsors, maintaining relationships that drive high client retention and satisfaction
- Conduct employee education sessions and enrollment meetings, and deliver individual retirement readiness sessions as needed
- Monitor plan testing and assist with annual filings and CMS disclosures
- Assist with preparing required reports and support plan audits
- Identify and pursue growth opportunities for the firm
- Perform other duties as assigned
If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.
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