OPT Retirement Plan Consultant Jobs
Retirement Plan Consultant jobs on OPT involve advising organizations on 401(k), pension, and defined benefit plan design and compliance. Most roles require a finance or business degree, making them a strong fit for STEM OPT holders in financial services. Cap-gap protection applies if your employer files an H-1B visa petition before your OPT expires.
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Description:
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
Essential Duties & Responsibilities
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Prepare administration pricing of accounts.
- Analyze proposals, inclusive of costs and benefits.
- Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
- Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
- Maintain and organize the customer relationship management system, Salesforce.
- Track Plan Transfers and Broker of Record changes.
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
- Prepare and coordinate announcement material for enrollment process on sold or transferred business.
- Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
- Conduct employee open enrollment meetings.
- Attend sales meetings as requested.
- Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
- Prepare files and other records needed for MMA.
- Keep abreast of the marketplace.
- Maintain the professional standards established of MMA when working with clients.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- All other duties as assigned.
Education and/or Experience
- Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
- Obtain or maintain a valid, unrestricted Series 65 securities license through the FINRA and meet the continuing education requirements.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
- Ability to maintain confidentiality with client information.
- Ability to exercise independent judgment and initiative within established guidelines.
- Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
- A valid California Drivers License & a dependable transportation required.
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Company:
Description:
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
Essential Duties & Responsibilities
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Prepare administration pricing of accounts.
- Analyze proposals, inclusive of costs and benefits.
- Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
- Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
- Maintain and organize the customer relationship management system, Salesforce.
- Track Plan Transfers and Broker of Record changes.
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
- Prepare and coordinate announcement material for enrollment process on sold or transferred business.
- Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
- Conduct employee open enrollment meetings.
- Attend sales meetings as requested.
- Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
- Prepare files and other records needed for MMA.
- Keep abreast of the marketplace.
- Maintain the professional standards established of MMA when working with clients.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- All other duties as assigned.
Education and/or Experience
- Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
- Obtain or maintain a valid, unrestricted Series 65 securities license through the FINRA and meet the continuing education requirements.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
- Ability to maintain confidentiality with client information.
- Ability to exercise independent judgment and initiative within established guidelines.
- Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
- A valid California Drivers License & a dependable transportation required.
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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Get Access To All JobsTips for Finding OPT Sponsorship as a Retirement Plan Consultant
Target ERISA-fluent employers
Recordkeepers, third-party administrators, and actuarial firms hire Retirement Plan Consultants regularly and have established visa sponsorship pipelines. These firms understand H-1B visa requirements and are far more likely to sponsor than general financial advisory boutiques.
Certify early to strengthen your profile
Pursuing the QKA, ASPPA, or CEBS designation signals long-term commitment to the retirement industry. Employers considering H-1B sponsorship want candidates who are investing in the field, not just passing through on OPT authorization.
Frame your OPT timeline in applications
State your authorization type and end date directly in your cover letter or during recruiter screening. Employers appreciate transparency, and it filters out companies that won't sponsor before you invest time in their hiring process.
Focus on plan compliance and testing skills
Nondiscrimination testing, Form 5500 preparation, and plan document review are specialized skills with genuine labor market shortages. Demonstrating these competencies strengthens the specialty occupation argument employers need for H-1B sponsorship approval.
Prioritize roles tied to a finance or actuarial degree
USCIS requires a direct connection between your degree and job duties for H-1B specialty occupation classification. Roles explicitly requiring finance, economics, or actuarial science degrees map cleanly to most OPT students in this field.
Engage employers before your OPT expires
H-1B petitions for the October 1 start date must be filed in April. If your OPT expires before October, ensure your employer files early enough for cap-gap protection to bridge the gap without a lapse in work authorization.
Retirement Plan Consultant OPT: Frequently Asked Questions
Do Retirement Plan Consultant roles qualify as specialty occupations for H-1B sponsorship?
Yes, in most cases. USCIS evaluates whether the role normally requires a bachelor's degree or higher in a specific field. Retirement Plan Consultant positions tied to finance, actuarial science, or economics typically meet this standard, particularly at recordkeepers, TPA firms, and plan advisory practices where a degree in a specific discipline is a genuine job requirement, not just a preference.
Can I work as a Retirement Plan Consultant on OPT without STEM extension eligibility?
Yes, but your authorized period will be limited to 12 months. If your underlying degree is in a STEM-designated field such as actuarial science, finance with a qualifying CIP code, or applied mathematics, you may be eligible for a 24-month STEM OPT extension, giving you significantly more time to secure H-1B sponsorship. Confirm your degree's CIP code with your DSO before applying.
Where can I find Retirement Plan Consultant jobs that sponsor OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters job listings by visa sponsorship willingness, saving you from applying to employers who won't support your authorization. Searching Migrate Mate for Retirement Plan Consultant roles lets you focus your effort on employers already open to sponsoring candidates through OPT and into H-1B status.
What happens to my work authorization if my employer files an H-1B petition before my OPT expires?
You're covered by cap-gap protection. If your F-1 OPT expires between April 1 and September 30 and your employer files a timely, non-frivolous H-1B cap-subject petition before your OPT ends, your status and work authorization are automatically extended through September 30. You can continue working in your Retirement Plan Consultant role during this bridging period without interruption.
Do part-time Retirement Plan Consultant positions satisfy OPT employment requirements?
OPT requires employment of at least 20 hours per week in a role directly related to your field of study. Part-time consulting positions can satisfy this threshold if the duties align with your degree. However, most employers filing H-1B petitions prefer full-time arrangements, as it simplifies the prevailing wage certification and strengthens the specialty occupation argument with USCIS.