Sr. Retirement Plan Consultant jobs in United States
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ForUsAll · 21 hours ago

Sr. Retirement Plan Consultant

positionSan Francisco Bay Area
timeFull-time
remoteHybrid
senioritySenior Level

ForUsAll is a fast-growing, VC-backed tech company redefining the traditional 401(k) Advisor Role. As a Sr. Retirement Plan Consultant, you will manage client relationships, provide 401(k) consulting, and collaborate with operations and product teams to enhance client experience.

Financial ServicesFinTechRetirementSmall and Medium Businesses

Responsibilities

401(K) Expertise - consult with employers on 401(k) plan design
Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives
Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!
Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll
Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families

Qualification

Series 65 licenseClient relationship managementDesire to learnVerbal communicationCalm under pressure

Required

Bachelor's degree
401(k)-specific experience
Series 65 license required
Clear and concise verbal communication ability
Passionate about delivering an exceptional client experience
Deep desire to learn and grow as a professional
Ability to stay calm, consistent, and reliable in a high intensity environment

Benefits

Medical, Dental, and Vision offered
HSA and FSA offerings
401k
Generous vacation package with 11 paid holidays
Equity/options grant included in compensation package

Company

ForUsAll

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ForUsAll is a 401(k) platform that provides access to cryptocurrency.
dateFounded in 2012
location
San Francisco, California, USA
people-size51-200 employees
web-link
https://www.forusall.com

Funding

Current Stage
Growth Stage
Total Funding
$48.85M
Key Investors
Ribbit CapitalFoundation Capital
2022-10-11Debt Financing· $5.38M
2021-07-15Debt Financing· $9.64M
2018-01-18Series B· $21M

Leadership Team

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Dave Boudreau
Co-founder
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David Ramirez
Co-Founder & Chief Investment Officer
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Recent News

coverager.com
ForUsAll Reaches $500m in Assets and Raises $21m in Venture Capital
2025-12-15
vcnewsdaily.com
ForUsAll Grabs $9.5M in Series A Funding
2025-12-15
Foundation Capital
Foundation Capital Portfolio
2025-12-15
Company data provided by crunchbase