Retirement Plan Enrollment Specialist

CETERA

Retirement Counselor delivering enrollment and education programs for Cetera’s retirement plan clients. Driving participant engagement, contributions, retention, and cross-selling through financial education.

Posted 8/4/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and delivering educational programs for retirement plans, with a strong focus on client relationship management and compliance with IRS and DOL regulations. Proven ability to drive plan participation and contributions through effective communication and education strategies.

Highest-signal resume keywords

Retirement Plan EducationClient Relationship ManagementIRS and DOL Regulations KnowledgeFINRA Series 65 or 66 LicensingFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan Solutions401(k) Plan Knowledge403(b) Plan KnowledgeDB Cash Balance PlansParticipant Education Solutions

Soft Skills

Public SpeakingRelationship BuildingCommunication Skills

Tools & Technologies

CRM Software

Certifications & Qualifications

FINRA Series 65FINRA Series 66

Industry Keywords

Employee EnrollmentEducation MeetingsPlan ParticipationClient RetentionSales Support

About the role

Key responsibilities & impact

Develop, lead, and deliver employee enrollment and education meetings for retirement plan clients and employees
Set and drive education programs for 401(k), 403(b), and DB cash balance plans
Build and maintain relationships with plan sponsors and financial professionals
Serve as liaison between recordkeepers, third-party administrators, financial professionals, and the home office
Plan and conduct enrollment and education meetings on-site and virtually
Prepare education programs and collateral
Drive plan participation and contributions through participant education solutions
Stay current with retirement plan rules and regulations
Differentiate Cetera’s retirement plan solutions to drive client retention
Assist the sales team with new business opportunities
Cross-sell Cetera solutions and services

Requirements

What you’ll need

Minimum 3 years’ experience in the financial services industry
Bachelor’s degree in a relevant course of study required, or relevant experience
Knowledge of IRS and DOL regulations relating to qualified retirement plans
FINRA Series 65 or 66 licensing, or ability to obtain within 90 days of employment
Client Relationship Management (CRM) software experience
Ability to speak confidently in front of large groups and in one-on-one settings
Willingness and ability to travel up to 50%

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional for financial planning
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Other voluntary benefits