What are the responsibilities and job description for the Retirement Plan Consultant position at MOHR Talent?
Retirement Plan Consultant
Bristol, CT | In-Person | $95,000 - $105,000 /yr | Full-Time
A well established and growing wealth management firm with a collaborative team that cares about their people is hiring a Retirement Plan Consultant. You will be the go-to retirement plan expert, helping clients build and manage plans that fit their goals while helping participants feel confident about their futures.
What You'll Do:
- Advise clients on 401(k) plan design, implementation, compliance, and fiduciary responsibilities
- Serve as the primary point of contact for plan sponsors and participants
- Lead regular plan reviews to keep plans compliant and optimized
- Partner with advisors, investment teams, and third-party administrators (TPAs)
- Stay current on ERISA, IRS, and DOL updates
- Support new business with retirement plan proposals and presentations
What You Bring:
- Series 66 required, and willingness to obtain your Series 7
- 3 years of experience managing 401(k) plans, retirement services, or related financial services
- Strong working knowledge of ERISA, IRS, and DOL regulations
- Excellent communication and relationship-building skills
- Ability to explain complex retirement concepts in a client-friendly way
- QKA, QKC, or CPFA is a plus
What's In It For You:
- Subject matter expert role with real ownership and visibility
- Collaborative team across advisory, investments, and plan administration
- Room to grow in a well established, expanding firm
Positions like this fill fast. If you are an ready for the next step in your career apply today!
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Salary : $95,000 - $105,000