Retirement Plan Manager

About the Company

Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a reputable financial services company's Retirement Plan / 401(k) Advisor.

• Drive new business by identifying and securing 401(k) opportunities
• Lead the RFP process, conduct plan analysis, and present tailored proposals
• Provide exceptional service to existing clients, ensuring plans stay competitive and compliant
• Host engaging enrollment and annual trustee meetings
• Support participants with rollovers, retirement accounts, and early-stage financial planning
• Collaborate with our planning team, leveraging tools and resources to enhance client outcomes
• Manage client relationships using CRM and wealth planning software
• Facilitate investment and insurance product sales when appropriate
• Oversee plan performance reviews and keep clients informed year-round

• Required: FINRA Series 66 (or Series 63 & 65) and Series 6
• Preferred: Series 7
• Clean U4
• Strong relationship-building and communication skills
• A self-starter mindset with the ability to work independently
• Proven organizational skills and attention to detail
• Proficiency in Microsoft Office

• Competitive Base: $50K – $100K (based on experience) + bonus potential
• Benefits That Matter: Medical, Dental, 401(k) with match
• Time to Recharge: Paid vacation and holidays
• Growth Potential: A platform to expand your knowledge and earn more as you succeed

Mid-Senior level

Full-time

Finance

Location:

Reno, NV

Referrals increase your chances of interviewing at Sierra Executive Solutions Inc by 2x

If you’re ready to make an impact in the retirement plan space while growing your income and influence, we’d love to meet you.

Apply today and help us shape stronger financial futures—one plan at a time.