Retirement Plan Manager

Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a reputable financial services company's Retirement Plan / 401(k) Advisor.

Are you licensed in Series 7, Series 66, Nevada Life and Health, and working in a commission based Financial Advisory role with a brokerage? Then this might be the great opportunity for you as it's non-commission and salaried $50K-$100K annually plus bonus and provides stable income while doing the work you love without the sales/cold calling responsibilities that come with Brokerage.

Retirement Plan / 401(k) Advisor

Empower Business Owners. Transform Retirement Futures. Grow Your Career.

Are you a licensed advisor who thrives on building relationships, solving complex retirement plan needs, and helping clients achieve long-term success?

We’re looking for a Retirement Plan / 401(k) Advisor who’s ready to take ownership of a growing book of business while developing new opportunities in the market. In this role, you’ll work directly with business owners, HR teams, and individual participants—guiding them through plan analysis, design, implementation, and ongoing optimization.

This is more than just account management. It’s a chance to be the trusted partner that business leaders count on to secure their employees’ futures—while building a rewarding career for yourself.

What You’ll Do

• Drive new business by identifying and securing 401(k) opportunities
• Lead the RFP process, conduct plan analysis, and present tailored proposals
• Provide exceptional service to existing clients, ensuring plans stay competitive and compliant
• Host engaging enrollment and annual trustee meetings
• Support participants with rollovers, retirement accounts, and early-stage financial planning
• Collaborate with our planning team, leveraging tools and resources to enhance client outcomes
• Manage client relationships using CRM and wealth planning software
• Facilitate investment and insurance product sales when appropriate
• Oversee plan performance reviews and keep clients informed year-round

What You Bring

• Required: Nevada Life & Health Insurance License
• Required: FINRA Series 66 (or Series 63 & 65) and Series 6
• Preferred: Series 7
• Clean U4
• Strong relationship-building and communication skills
• A self-starter mindset with the ability to work independently
• Proven organizational skills and attention to detail
• Proficiency in Microsoft Office

Why Join Us

• Competitive Base: $50K – $100K (based on experience) bonus potential
• Benefits That Matter: Medical, Dental, 401(k) with match
• Time to Recharge: Paid vacation and holidays
• Growth Potential: A platform to expand your knowledge and earn more as you succeed

If you’re ready to make an impact in the retirement plan space while growing your income and influence, we’d love to meet you.

Apply today and help us shape stronger financial futures—one plan at a time.