H-1B Visa Retirement Plan Consultant Jobs
Retirement Plan Consultant roles qualify as H-1B visa specialty occupations because they require a bachelor's degree or higher in finance, accounting, business, or a related field. Large financial services firms, benefits administrators, and consulting firms regularly file H-1B petitions for this role and are active sponsors.
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Get Access To All JobsJOB DESCRIPTION SUMMARY
Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan onboarding to NWPS systems, overseeing conversion timelines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education.
JOB DESCRIPTION
An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting participant notices and service agreements
- Perform project tasks independently, and direct the efforts of others
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality
- Plan and participate in client conversion meetings
- Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
SKILLS
- Excellent problem solving including an ability to independently research and determine strategies to solve client needs
- Experience fostering client relationships
- Operating standard office equipment and using required software applications, including Microsoft Office and established databases
- Providing excellent customer service
- Critical thinking
- Communicating effectively, both orally and in writing
- Prioritize, work independently and drive tasks to completion
- Lead project teams and function with multiple tasks and deadlines concurrently
- Handle multiple ongoing projects
- Knowledge of the Relius recordkeeping system
EDUCATION/PREVIOUS EXPERIENCE
Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services.
OR
Any equivalent combination of education, training and/or experience approved by Human Resources.
LICENSES/CERTIFICATIONS
QKA or QPA designation preferred
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
WORK EXPERIENCE
General Experience - 3 to 6 years
CERTIFICATIONS
Other Certification Not Listed - Other
SALARY RANGE
$80,000.00-$90,000.00
TRAVEL
Less than 25%
WORKSTYLE
Remote
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
JOB DESCRIPTION SUMMARY
Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan onboarding to NWPS systems, overseeing conversion timelines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education.
JOB DESCRIPTION
An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting participant notices and service agreements
- Perform project tasks independently, and direct the efforts of others
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality
- Plan and participate in client conversion meetings
- Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
SKILLS
- Excellent problem solving including an ability to independently research and determine strategies to solve client needs
- Experience fostering client relationships
- Operating standard office equipment and using required software applications, including Microsoft Office and established databases
- Providing excellent customer service
- Critical thinking
- Communicating effectively, both orally and in writing
- Prioritize, work independently and drive tasks to completion
- Lead project teams and function with multiple tasks and deadlines concurrently
- Handle multiple ongoing projects
- Knowledge of the Relius recordkeeping system
EDUCATION/PREVIOUS EXPERIENCE
Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services.
OR
Any equivalent combination of education, training and/or experience approved by Human Resources.
LICENSES/CERTIFICATIONS
QKA or QPA designation preferred
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
WORK EXPERIENCE
General Experience - 3 to 6 years
CERTIFICATIONS
Other Certification Not Listed - Other
SALARY RANGE
$80,000.00-$90,000.00
TRAVEL
Less than 25%
WORKSTYLE
Remote
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all H-1B Visa Retirement Plan Consultant Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Retirement Plan Consultant
Map your degree to the role
USCIS requires your degree field to directly relate to retirement plan consulting. A finance, accounting, actuarial science, or business administration degree strengthens your petition. A general studies or unrelated degree will likely trigger an RFE.
Target employers with LCA filing history
Search Migrate Mate to identify employers who have filed Labor Condition Applications for Retirement Plan Consultant or closely related titles. Consistent LCA history signals an established H-1B process, reducing delays on your end.
Verify prevailing wage before negotiating
Your offer must meet the DOL prevailing wage for your job title and worksite location. Run your title through the OFLC Wage Search before accepting an offer so you know the wage floor your employer must certify on the LCA.
Confirm the employer's cap-subject status early
Most private financial services firms are cap-subject, meaning your petition enters the annual H-1B lottery. Nonprofits and government-affiliated research institutions may be cap-exempt. Ask HR about their entity type before the lottery registration deadline in March.
Document your credentials for specialty occupation proof
Gather your official transcripts, any ASPPA, CEBS, or ERPA credentials, and a detailed job description before filing. USCIS scrutinizes retirement plan roles because the required degree field isn't always obvious from the title alone.
Plan around the 60-day grace period when changing jobs
If you're moving from one plan consulting firm to another, your new employer must file an H-1B transfer petition before your current job ends. The 60-day grace period starts the day your employment terminates, not when your current petition expires.
H-1B Visa Retirement Plan Consultant: Frequently Asked Questions
Does a Retirement Plan Consultant role qualify as an H-1B specialty occupation?
Yes. USCIS classifies Retirement Plan Consultant as a specialty occupation because the role typically requires a bachelor's degree or higher in finance, accounting, business administration, or a closely related field. Your employer must demonstrate that the specific position requires that theoretical and practical application of highly specialized knowledge, which a detailed job description and your transcripts help establish.
Which employers sponsor H-1B visas for Retirement Plan Consultants?
Financial services firms, third-party administrators, benefits consulting firms, insurance carriers, and large accounting firms are the most active H-1B sponsors for this role. Migrate Mate filters employers by LCA filing history so you can focus your applications on firms that have a documented track record of sponsoring this specific occupation rather than guessing from a job posting.
What professional credentials strengthen an H-1B petition for this role?
Credentials like the Qualified 401(k) Administrator designation from ASPPA, the Certified Employee Benefit Specialist credential, or the Enrolled Retirement Plan Agent authorization from the IRS support the specialty occupation argument. They signal that the role requires specialized knowledge beyond a generalist business degree, which helps counter RFEs questioning whether the position truly requires a specific degree field.
How does the DOL prevailing wage requirement apply to Retirement Plan Consultant positions?
Your employer must certify on the LCA that they will pay you at least the DOL prevailing wage for your job title and work location. Prevailing wages for this role vary significantly by metro area and experience level. You can verify the applicable wage using the OFLC Wage Search before your offer is finalized, and O*NET provides the SOC code your employer will use to run that lookup.
Can I transfer my H-1B to a new employer if I change plan consulting firms?
Yes, through H-1B portability under AC21. Your new employer files a transfer petition before your current employment ends. You can start working for the new firm once the transfer petition is received by USCIS, without waiting for approval. Keep your most recent pay stubs and a copy of the approved I-797 from your current employer to document continuous valid status during the transfer.