More jobs:
Retirement Plan Consultant/Advisor
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-01-27
Listing for:
CPS Inc
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Overview
Retirement Plan Consultant / 401k Advisor
The Retirement Plan Advisor works closely with the plan sponsors of the clients. This includes analysis of investments, fiduciary reviews, plan design consulting, reporting requirements and other client service needs.
Responsibilities- Provide client service to ensure an outstanding experience for all retirement plan clients
- Implement and monitor client plans for proper investments, plan strategy, and providing portfolio recommendations
- Responding to plan sponsor and plan participant questions and requests
- Explain failed compliance testing and other plan provisions needed to the plan sponsor
- Responsible for client meeting preparation, meeting notes, and client follow-up
- Responsible for quarterly investment reviews for retirement plans
- Bachelor's Degree
- Must be able to commute into the office
- 5 years or more of related experience working with a TPA, Recordkeeper or financial services firm
- Experience with retirement plan client service
- Experience interacting with clients
- Understanding of basic investment concepts
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