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
We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts. You will be responsible for researching and resolving moderately complex issues, offering thoughtful and effective solutions that enhance the client experience. This position involves frequent interaction with internal stakeholders, requiring strong communication skills and a collaborative mindset. Your ability to navigate complex service scenarios and recommend process improvements will be key to your success in this dynamic and client-focused environment.
Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.
Training: You will be in office full time during the first 60 days of employment. Training is comprehensive, lasting approximately three months. This will prepare you thoroughly for your role.
Overtime: During our peak period from November to April, mandatory overtime is required. You will receive compensation at a rate of 1.5 times your regular hourly rate for any overtime hours worked.
Responsibilities:
- Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
- Interprets rules and regulations by applying IRA and IRS knowledge.
- Assist with various incoming requests for information, through multiple platforms.
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
- Carry out standard customer service activities and handle customer inquiries.
- Conduct data entry and transaction processing into multiple company platforms, review and verify the information to ensure accuracy and accessibility.
- Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
- Maintain files and records.
- Organize work schedule, each day that aligns with changing priorities of the department.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Knowledge of:
- IRA's and Retirement plans including various legal documents
Skills:
- Organizational and time management to prioritize workload, handle multiple tasks, and meet deadlines.
- Problem solving and critical thinking skills sufficient to assess client issues and accurately provide resolutions.
- Operating call center software applications.
- Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
- Supports business processes by applying an understanding and effective use of standard office equipment and standard software packages.
- Develop appropriate plans or perform necessary actions based on recommendations and requirements.
- Ensure every customer interaction is positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
- Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
- Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
- Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
- Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
- Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
- Applies an understanding of the business environment and objectives to develop solutions under supervision.
- Meet high customer service standards.
- Understand and effectively operate all customer management systems.
- Perform data analysis for use in reports to help guide decision making.
- Select, deploy and get the best results from the most appropriate office system.
Education
High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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
We are seeking a dedicated and detail-oriented professional to join our Retirement Plan Services team. In this role, you will provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts. You will be responsible for researching and resolving moderately complex issues, offering thoughtful and effective solutions that enhance the client experience. This position involves frequent interaction with internal stakeholders, requiring strong communication skills and a collaborative mindset. Your ability to navigate complex service scenarios and recommend process improvements will be key to your success in this dynamic and client-focused environment.
Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.
Training: You will be in office full time during the first 60 days of employment. Training is comprehensive, lasting approximately three months. This will prepare you thoroughly for your role.
Overtime: During our peak period from November to April, mandatory overtime is required. You will receive compensation at a rate of 1.5 times your regular hourly rate for any overtime hours worked.
Responsibilities:
- Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
- Interprets rules and regulations by applying IRA and IRS knowledge.
- Assist with various incoming requests for information, through multiple platforms.
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
- Carry out standard customer service activities and handle customer inquiries.
- Conduct data entry and transaction processing into multiple company platforms, review and verify the information to ensure accuracy and accessibility.
- Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
- Maintain files and records.
- Organize work schedule, each day that aligns with changing priorities of the department.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Knowledge of:
- IRA's and Retirement plans including various legal documents
Skills:
- Organizational and time management to prioritize workload, handle multiple tasks, and meet deadlines.
- Problem solving and critical thinking skills sufficient to assess client issues and accurately provide resolutions.
- Operating call center software applications.
- Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
- Supports business processes by applying an understanding and effective use of standard office equipment and standard software packages.
- Develop appropriate plans or perform necessary actions based on recommendations and requirements.
- Ensure every customer interaction is positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
- Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
- Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
- Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
- Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
- Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
- Applies an understanding of the business environment and objectives to develop solutions under supervision.
- Meet high customer service standards.
- Understand and effectively operate all customer management systems.
- Perform data analysis for use in reports to help guide decision making.
- Select, deploy and get the best results from the most appropriate office system.
Education
High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Retirement Plan Consultant Jobs.
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.