Retirement Plan Consultant

Department: Retirement Plan Services |

Reports To: Advisory Leadership

Location: Remote or Corporate Headquarters (Massachusetts) |

Employment Type: Full-Time

Salary: $75,000 - $95,000, plus benefits and incentive opportunities

About The Role

Are you a retirement plan professional who enjoys both the technical side of plan design and the advisory side of the business? We’re looking for a Retirement Plan Consultant to join our Retirement Plan Services team in a hybrid sales and service role, with the emphasis on sales and business development.

You’ll partner with retirement plan advisors, clients, and prospects across the full relationship, from prospecting and plan design through implementation and ongoing service. This is a great fit for someone with strong retirement plan technical skills who wants to be closer to the investment advisory and sales process.

What You’ll Do

Sales & Business Development

• Support advisors with prospecting, proposals, presentations, and follow-up
• Join prospect, client, and distribution partner meetings
• Prepare plan design studies, proposals, and supporting materials
• Research prospects and assist with plan design and vendor analysis
• Keep leads, opportunities, and client activity current in the firm’s CRM
• Identify opportunities to expand existing client relationships
• Participate in directly sourced and produced plan sales under firm leadership, as licensing and experience permit

Client Service & Relationship Management

• Serve as a point of contact for client inquiries, service requests, and issue resolution
• Support advisors in building and maintaining strong client relationships
• Prepare client reports, presentations, meeting materials, and communications
• Track and follow up on client and internal action items
• Coordinate with internal teams and service providers to meet client needs
• Stay current on retirement plan rules, regulations, products, and best practices, and explain them clearly to clients and prospects
• Pursue relevant retirement industry education and designations

What You Bring

• Active Series 65 license or Series 7 & 66 (required)
• 2+ years of experience in financial services or the retirement plan industry
• Strong understanding of retirement plan concepts, plan design, and the advisory side of the business, with a desire to keep growing your technical expertise
• Excellent verbal and written communication skills
• Strong organization and attention to detail, with the ability to manage multiple priorities and deadlines
• A professional, client-focused approach
• Proficiency with Microsoft Office, CRM systems, and the sales process
• Ability to work independently and collaborate well with a team
• Bachelor’s degree preferred, or equivalent relevant experience

You may be asked to obtain state life insurance licenses after hire. The firm supports continued professional development and the pursuit of retirement industry designations.

Compensation & Work Environment

The salary range is $75,000 - $95,000, based on experience, qualifications, and responsibilities. The total package includes benefits and the opportunity to participate in incentive or commission programs, as well as retention of advisory fees.

This position can be fully remote or based at our corporate headquarters in Massachusetts. Occasional travel may be required.

If you’re ready to combine your plan design expertise with a client-facing, growth-oriented role, we’d love to hear from you.

To apply, please send your resume to Sign in to view email

About CPS: CPS is a recruiting firm specializing in retirement plan services, partnering with TPAs, recordkeepers, and financial companies to place talented professionals in roles where they'll thrive, learning each employer's culture and getting to know each candidate before making a match. Learn more at cps4jobs.com.