Retirement Plan Solutions Consultant jobs in United States
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Cetera Financial Group · 3 weeks ago

Retirement Plan Solutions Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$70K/yr - $100K/yr
date7+ years exp

Cetera Financial Group is a financial services company, and they are seeking a Retirement Plan Solutions Consultant to partner with retirement-focused advisors. The role involves providing consulting support, driving sales of employer-sponsored plans, and fostering relationships with advisors through various means of communication.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Sales Support and Consulting: product and solution consulting, proposal generation, assist with preparation for point-of-sale client meetings, leverage and work with product sponsor’s field teams to support new sales, enrollment, ongoing education, etc
Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors' requests for new products and selling agreements, provide technical guidance or source referrals to advisors
Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources
Fiduciary Programs: Manage the promotion of the ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors
Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
Conduct demos of tools and services for both existing and prospective advisors
Productively work together and collaborate with internal partners such as Cetera’s in-house Third-Party Administrator and Regional Growth Teams
Assist advisors with issue resolution

Qualification

Retirement plan industry experienceAIF certificationCRPS certificationSalesforce.comMicrosoft OfficeFi360 ToolkitCommunication skillsCustomer focused attitudeProblem-solving skills

Required

7+ years with a focus in the retirement plan industry (401k, etc.)
Microsoft Office (required)
Excellent verbal and written communication skills are required
Positive, customer focused attitude and demeanor with a desire to provide outstanding service
Work well in groups and have good problem-solving skills

Preferred

Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
Salesforce.com (preferred)
Fi360 Toolkit (preferred)
Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper, Etc

Benefits

Generous incentive compensation package

Company

Cetera Financial Group

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Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
dateFounded in 2010
location
San Diego, California, USA
people-size1001-5000 employees
web-link
http://www.cetera.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired

Leadership Team

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Michael Durbin
Chief Executive Officer
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Tom Gooley
Chief Operating Officer
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Recent News

PR Newswire
Cetera Chief Operating Officer Tom Gooley to Retire Following Planned Transition
2026-01-07
Investment News
Cetera COO Tom Gooley to retire in planned leadership transition
2026-01-07
Pulse 2.0
Cetera Onboards $250 Million Firm Guided Financial Strategies
2025-12-27
Company data provided by crunchbase