Retirement Plan Consultant Jobs for OPT Students
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 petition before your OPT expires.
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Get Access To All JobsINTRODUCTION
This role is open to candidates located in Arizona. The Consultant is responsible for delivering high-quality, efficient service to both internal and external clients through strategic and day-to-day management of a designated group of accounts. This includes maintaining a dedicated portfolio of core accounts and, when assigned, collaborating with a Senior Consultant and Team Lead. The Consultant will continue to develop knowledge in retirement and investment, enhance consulting skills, and lead projects and client service teams for assigned clients. The role involves supporting client design and strategy needs with guidance from senior team members as required. Conversant in all aspects of client retirement plan and fiduciary process lifecycle and has an ability to lead a client committee meeting.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Manage projects as an individual contributor, ensuring accuracy and completeness of own work
- Provide leadership on tasks with oversight, delivering well-vetted recommendations for team and client consideration
- Maintain Salesforce records for assigned accounts
- Request client materials from Centralized Services, following the required protocols
- Review meeting materials provided by Centralized Services to ensure accuracy
- Attend and lead client meetings, coordinating with recordkeepers in advance as necessary
- Handle follow-up responsibilities, including preparation of meeting minutes, implementation of fund changes, and execution of match calculations
- Oversee client projects such as RFPs, M&A activity, and plan consolidations
- Support due diligence projects and strategic planning activities
- Seek oversight and assistance for complex tasks as needed
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license or ability to obtain within 90 days
- 3-5 years’ experience in professional services, preferably in investment services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail
- Proven ability to handle competing tasks, with ongoing development in efficient and effective time management
- Ability to collaborate effectively with internal team members
- Receptiveness to constructive feedback and a growth-oriented mindset
- Experience in managing overall client relationships
- Confidence and consultative skills in presenting quarterly client materials to clients
- Developing skills in business expansion and client engagement
INTRODUCTION
This role is open to candidates located in Arizona. The Consultant is responsible for delivering high-quality, efficient service to both internal and external clients through strategic and day-to-day management of a designated group of accounts. This includes maintaining a dedicated portfolio of core accounts and, when assigned, collaborating with a Senior Consultant and Team Lead. The Consultant will continue to develop knowledge in retirement and investment, enhance consulting skills, and lead projects and client service teams for assigned clients. The role involves supporting client design and strategy needs with guidance from senior team members as required. Conversant in all aspects of client retirement plan and fiduciary process lifecycle and has an ability to lead a client committee meeting.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Manage projects as an individual contributor, ensuring accuracy and completeness of own work
- Provide leadership on tasks with oversight, delivering well-vetted recommendations for team and client consideration
- Maintain Salesforce records for assigned accounts
- Request client materials from Centralized Services, following the required protocols
- Review meeting materials provided by Centralized Services to ensure accuracy
- Attend and lead client meetings, coordinating with recordkeepers in advance as necessary
- Handle follow-up responsibilities, including preparation of meeting minutes, implementation of fund changes, and execution of match calculations
- Oversee client projects such as RFPs, M&A activity, and plan consolidations
- Support due diligence projects and strategic planning activities
- Seek oversight and assistance for complex tasks as needed
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license or ability to obtain within 90 days
- 3-5 years’ experience in professional services, preferably in investment services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail
- Proven ability to handle competing tasks, with ongoing development in efficient and effective time management
- Ability to collaborate effectively with internal team members
- Receptiveness to constructive feedback and a growth-oriented mindset
- Experience in managing overall client relationships
- Confidence and consultative skills in presenting quarterly client materials to clients
- Developing skills in business expansion and client engagement
How to Get Visa 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 requirements and are far more likely to sponsor than general financial advisory boutiques.
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.
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Get Access To All JobsFrequently 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.
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