Retirement Plan Consultant Green Card Jobs
Retirement Plan Consultant roles qualify for employment-based green card sponsorship through EB-2 or EB-3, depending on your degree level and employer requirements. Employers file a PERM labor certification with DOL before petitioning USCIS, permanently sponsoring you rather than renewing a temporary visa every few years. Strong credentials in ERISA compliance, plan design, or actuarial analysis strengthen your case.
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Get Access To All JobsAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book of business. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.
Essential Duties and Responsibilities (includes but is not limited to):
Retirement Plan Sales and Business Development
- Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
- Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
- Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
- Participate in industry and conference presentations to showcase expertise and generate leads.
- Organize and manage prospect events to educate potential clients about retirement plan options.
Client Relationship Management
- Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
- Develop and execute a customized relationship strategy that aligns with each client's unique situation.
- Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
Investment Consulting and Plan Design
- Perform investment advisory services for clients, adhering to all regulatory guidelines.
- Select and present a diverse range of plan options and investment choices to decision-makers.
- Leverage local and national strategies to provide participants with guidance on account-related questions.
- Design complex retirement plan structures tailored to meet institutional client needs.
Compliance and Regulatory Expertise
- Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
- Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
- Stay informed of industry trends and regulatory changes to ensure client plan compliance.
- Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
- Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
- Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.
- Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.
Qualifications, Skills and Requirements:
- Proven track record of exceeding sales goals.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
- Proven success with multi-tasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
- Must possess a valid, relevant securities license.
- 2+ years of retirement plan related experience required.
- 2 – 5 years of industry related sales experience preferred.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book of business. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.
Essential Duties and Responsibilities (includes but is not limited to):
Retirement Plan Sales and Business Development
- Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
- Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
- Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
- Participate in industry and conference presentations to showcase expertise and generate leads.
- Organize and manage prospect events to educate potential clients about retirement plan options.
Client Relationship Management
- Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
- Develop and execute a customized relationship strategy that aligns with each client's unique situation.
- Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
Investment Consulting and Plan Design
- Perform investment advisory services for clients, adhering to all regulatory guidelines.
- Select and present a diverse range of plan options and investment choices to decision-makers.
- Leverage local and national strategies to provide participants with guidance on account-related questions.
- Design complex retirement plan structures tailored to meet institutional client needs.
Compliance and Regulatory Expertise
- Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
- Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
- Stay informed of industry trends and regulatory changes to ensure client plan compliance.
- Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
- Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
- Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.
- Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.
Qualifications, Skills and Requirements:
- Proven track record of exceeding sales goals.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
- Proven success with multi-tasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
- Must possess a valid, relevant securities license.
- 2+ years of retirement plan related experience required.
- 2 – 5 years of industry related sales experience preferred.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
See all 42+ Retirement Plan Consultant jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Plan Consultant roles.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Retirement Plan Consultant
Document your ERISA and plan credentials early
PERM requires proving your qualifications match the job's minimum requirements before the employer files. Gather transcripts, professional certifications like QKA or QPFC, and experience letters that map directly to retirement plan consulting duties.
Target employers with dedicated plan consulting teams
Third-party administrators, recordkeepers, and large benefits consulting firms run ongoing PERM pipelines for this role. Prioritize employers whose job postings list ERISA knowledge or plan design as core duties rather than a secondary skill.
Search sponsoring employers through Migrate Mate
Use Migrate Mate to filter Retirement Plan Consultant openings by employers with verified green card sponsorship history, so you spend your time on firms already familiar with the PERM process rather than educating hiring managers from scratch.
Clarify whether the role qualifies EB-2 or EB-3
Roles requiring a bachelor's degree in finance, business, or a related field typically fall under EB-3. If your employer will require a master's degree or equivalent advanced credentials, the position may support an EB-2 petition with a faster priority date in some categories.
Ask about the prevailing wage before accepting an offer
DOL sets the wage floor for PERM through the OFLC Wage Search tool, and your offered salary must meet or exceed it. Confirm the wage level your employer plans to certify before signing an offer, since renegotiating after PERM filing is complicated.
Prepare for the PERM recruitment audit window
DOL requires employers to run specific recruitment steps before certifying PERM, including job postings and internal notices. Delays often come from audit requests, not the initial filing, so build at least 12 to 18 months into your timeline from PERM start to I-140 approval.
Retirement Plan Consultant jobs are hiring across the US. Find yours.
Find Retirement Plan Consultant JobsRetirement Plan Consultant Green Card Sponsorship: Frequently Asked Questions
Does a Retirement Plan Consultant role qualify for an employment-based green card?
Yes. Retirement Plan Consultant is a specialty occupation that typically requires at least a bachelor's degree in finance, business administration, or a related field. That qualification supports an EB-3 petition and, in cases where an employer requires an advanced degree, an EB-2 petition. Your employer files PERM with DOL, then an I-140 with USCIS, before you can adjust status or apply for an immigrant visa.
How does PERM green card sponsorship differ from H-1B sponsorship for this role?
H-1B is a temporary work visa requiring renewal every three years and subject to an annual lottery for most applicants. PERM sponsorship leads to permanent residency with no annual individual cap at the EB-3 level for most countries. The tradeoff is timeline: PERM itself takes six months to over a year before USCIS even begins processing the I-140, making the total path to a green card significantly longer than an H-1B approval.
Which employers regularly sponsor green cards for Retirement Plan Consultants?
Third-party administrators, large recordkeepers, national benefits consulting firms, and insurance companies with dedicated retirement divisions are the most consistent sponsors for this role. Smaller boutique advisory firms occasionally sponsor but less frequently maintain the internal HR infrastructure PERM requires. Use Migrate Mate to identify employers with a documented history of green card sponsorship for retirement and benefits roles before applying.
Can my employer start the green card process while I'm on an H-1B?
Yes, and starting early is advisable. Employers can file PERM while you hold H-1B status. If your I-140 is approved and your priority date becomes current, you can file for adjustment of status without changing employers, provided you remain in valid status. After your I-140 has been approved for 180 days, portability rules under AC21 allow you to change employers within the same occupational category without losing your place in the queue.
What professional certifications strengthen a green card petition for this role?
Credentials like the Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), or Certified Employee Benefit Specialist (CEBS) signal demonstrated expertise beyond a general degree. While PERM does not require certifications beyond the stated minimum job requirements, holding credentials that align with the specific duties in the PERM job description helps demonstrate your qualifications meet the role's needs if DOL audits the petition.
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