What are the responsibilities and job description for the Senior Retirement Relationship Manager position at Weaver Partners?
💼 Senior Retirement Counselor | Plano, TX | $170–200K Total Comp | 100% Employer-Paid Benefits
A leading retirement plan advisory firm specializing in helping small and mid-sized businesses (SMBs), non-profits and governments provide high-quality retirement solutions for their employees hiring a Senior Retirement Counselor to manage relationships with complex plans ($20M ), deliver strategic ERISA guidance, and lead participant education efforts.
Company has earned recognition as a top multi-office plan advisor by the National Association of Plan Advisors and are certified by the Centre for Fiduciary Excellence (CEFEX). CEFEX certification is a prestigious designation, awarded to just 1% of advisers globally and recognizes our adherence to the highest standards of fiduciary excellence.
Why This Role?
✅ $100–120K base 70–85% target bonus (paid quarterly)
✅ 100% employer-paid medical/dental/vision (employee family)
✅ 50% match on retirement contributions up to IRS limits
✅ ~40% national client travel
✅ Collaborative, mission-driven team focused on service and innovation
✅ Stable, growing firm with CEFEX fiduciary certification
Ideal Candidate Profile:
✔ 5 years in retirement services, plan advisory, or recordkeeping
✔ Strong ERISA and plan design knowledge (401(k), DB, 457, NQDC, etc.)
✔ Polished communicator and experienced relationship manager
✔ Comfortable leading investment committee and education meetings
✔ Series 65 or willingness to obtain
This is a unique opportunity to join a highly respected team making a national impact in retirement readiness.
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Salary : $170,000 - $200,000