Retirement Plan Consultant

OneDigital

Consultant managing and growing retirement plan clients for OneDigital. Responsible for consulting, client relationships, and providing exceptional service in the financial services sector.

Posted 6/25/2026full-timeRemote • California, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $90,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

retirement plan consultingplan designbenchmarkingfiduciary guidancefiduciary trainingclient relationship managementCRM proficiencySalesforceMicrosoft Office SuiteERISA regulations

Soft Skills

communication skillspresentation skillsinterpersonal skillsindependent decision-makingmulti-taskingpriority managementadaptabilityconfidentialityclient satisfaction focuscontinual learner mentality

Certifications & Qualifications

IAR registration

Industry Keywords

retirement plansfiduciary best practicesclient service teambusiness travelpipeline developmentclient experiencetrusted relationshipssensitive information managementfinancial datareferrals

About the role

Key responsibilities & impact

Responsible for managing and growing a book of retirement plan clients
Designing and implementing retirement plan structures
Building trusted plan sponsor relationships
Actively communicating with clients to deliver an exceptional client experience
Developing a pipeline of prospective clients through referrals and other channels
Managing direct ownership of client relationships and ensuring client satisfaction
Providing retirement plan consulting, plan design, benchmarking, and fiduciary guidance
Facilitating fiduciary training for plan sponsors
Coordinating activities of the client service team for a cohesive client experience

Requirements

What you’ll need

Growing track record of success in retirement plan consulting and/or sales
Strong understanding of ERISA regulations and fiduciary best practices
Excellent communication, presentation, and interpersonal skills
Ability to work and make decisions independently
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Demonstrated discipline maintaining client and pipeline information in a CRM; Salesforce preferred
Proven success with multi-tasking and managing priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for clients
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Regular and predictable attendance is required
Business travel up to 25%
Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

Benefits

Comp & perks

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses
employee perks and discounts