Retirement Plan Consultant
Job in
Phoenix, Maricopa County, Arizona, 85034, USA
Listed on 2026-06-17
Listing for:
CPS, Inc.
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Advisor -
Business
Regulatory Compliance Specialist, Financial Advisor
Job Description & How to Apply Below
Overview
Retirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant
. The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
- Proactively manage day to day relationships with assigned caseload of clients.
- Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.
- Develop appropriate client expectations while providing exceptional service to clients.
- Build trust within the team by consistently demonstrating honesty, reliability, and accountability.
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