Remote Retirement Consultant Jobs
Remote retirement consultant jobs are open across the U.S. in financial services, insurance, and benefits administration, with roles at remote-first advisory firms, distributed wealth management teams, and large plan sponsors hiring from entry-level to senior consultant. Employers hiring remotely right now include Corebridge Financial, Leading Retirement Solutions, and MP-HR. See the openings below and apply to the ones that match your experience.
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Showing 5 of 17+ Remote Retirement Consultant jobs
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This role is responsible for managing and growing a book of retirement plan clients while developing the depth of expertise and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. This role works with internal service teams to deliver an exceptional client experience and drive long-term retention.
Essential Duties and Responsibilities (includes but is not limited to):
Client Relationship Management & Retention
This role is expected to develop and maintain direct ownership of client relationships, building toward a fully independent book of business.
- Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.
- Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational objectives, with increasing independence over time.
- Lead or participate in client meetings, strategic reviews, and plan sponsor communications, coordinating with other internal specialists to ensure seamless delivery.
- Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.
Plan Consulting & Advisory Services
The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
- Provide retirement plan consulting to clients — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
- Leverage market, regional, and national resources to support participant education and engagement; coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.
- Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.
- Facilitate fiduciary training for plan sponsors, leveraging national resources and best-practice frameworks where available.
- Where applicable, utilize OneDigital's internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.
Team Coordination & Specialist Leverage
Incumbents are expected to actively develop proficiency in OneDigital's team-based service model, learning to leverage specialists to increase capacity and client impact.
- Coordinate the activities of the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to deliver a cohesive, high-quality client experience.
- Identify gaps in service delivery and proactively redirect internal resources — whether local, regional, or national — to maintain client satisfaction and operational continuity.
- Build proficiency in OneDigital's team-based service model, actively developing the ability to leverage specialists to increase capacity and client impact.
Compliance & Regulatory Expertise
- Conduct or coordinate benchmarking due diligence to ensure clients' plans remain competitive and compliant with industry standards.
- Stay informed of ERISA regulations, fiduciary best practices, and relevant legislative changes; apply that knowledge to client plan recommendations and communicate relevant updates proactively.
Qualifications, Skills and Requirements:
- Growing track record of success in retirement plan consulting and/or sales.
- 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 in maintaining client and pipeline information in CRM; Salesforce preferred.
- Proven success with multitasking 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 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 (Series 65 preferred).
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services.
- Must possess a valid relevant securities license.
- 5+ years of retirement plan related experience required.
- 2–5 years of industry-related sales or consulting experience preferred.
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
The typical base pay range for this role nationwide is $60,000 to $100,000 per year.
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.
To learn more, visit: www.onedigital.com/careers
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 Francsico
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!
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This role is responsible for managing and growing a book of retirement plan clients while developing the depth of expertise and client ownership that defines a senior consulting career. This position involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and actively communicating the broader OneDigital value proposition to both prospective and existing clients. This role works with internal service teams to deliver an exceptional client experience and drive long-term retention.
Essential Duties and Responsibilities (includes but is not limited to):
Client Relationship Management & Retention
This role is expected to develop and maintain direct ownership of client relationships, building toward a fully independent book of business.
- Serve as the relationship owner for an assigned book of clients, building accountability for client satisfaction, retention, and overall relationship health.
- Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational objectives, with increasing independence over time.
- Lead or participate in client meetings, strategic reviews, and plan sponsor communications, coordinating with other internal specialists to ensure seamless delivery.
- Maintain continuity of client relationships through transitions in team structure, plan design, or business conditions.
Plan Consulting & Advisory Services
The degree to which this role personally delivers versus coordinates consulting services will vary based on team structure and market model.
- Provide retirement plan consulting to clients — including plan design, benchmarking, investment menu analysis, and fiduciary guidance — performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
- Leverage market, regional, and national resources to support participant education and engagement; coordinate with Employee Engagement Managers for group education delivery and connect participants to Financial Advisors for individual financial planning needs where applicable.
- Advise clients on regulatory and legislative developments affecting their plans, drawing on internal compliance resources and plan administration specialists to support analysis and recommendations.
- Facilitate fiduciary training for plan sponsors, leveraging national resources and best-practice frameworks where available.
- Where applicable, utilize OneDigital's internal retirement plan administration team to support testing, plan amendments, compliance strategies, and other plan administration needs.
Team Coordination & Specialist Leverage
Incumbents are expected to actively develop proficiency in OneDigital's team-based service model, learning to leverage specialists to increase capacity and client impact.
- Coordinate the activities of the client service team — including Client Relationship Managers, Investment Consultants, Employee Engagement Managers, and Financial Advisors — to deliver a cohesive, high-quality client experience.
- Identify gaps in service delivery and proactively redirect internal resources — whether local, regional, or national — to maintain client satisfaction and operational continuity.
- Build proficiency in OneDigital's team-based service model, actively developing the ability to leverage specialists to increase capacity and client impact.
Compliance & Regulatory Expertise
- Conduct or coordinate benchmarking due diligence to ensure clients' plans remain competitive and compliant with industry standards.
- Stay informed of ERISA regulations, fiduciary best practices, and relevant legislative changes; apply that knowledge to client plan recommendations and communicate relevant updates proactively.
Qualifications, Skills and Requirements:
- Growing track record of success in retirement plan consulting and/or sales.
- 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 in maintaining client and pipeline information in CRM; Salesforce preferred.
- Proven success with multitasking 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 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 (Series 65 preferred).
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services.
- Must possess a valid relevant securities license.
- 5+ years of retirement plan related experience required.
- 2–5 years of industry-related sales or consulting experience preferred.
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
The typical base pay range for this role nationwide is $60,000 to $100,000 per year.
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.
To learn more, visit: www.onedigital.com/careers
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 Francsico
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 17 Remote Retirement Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Retirement Consultant Job Market
Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote retirement consultant jobs.
- CFP, CRPC, or equivalent retirement planning certification required or strongly preferred
- Three or more years of experience advising clients on retirement income or plan distribution strategies
- Proficiency with financial planning software such as eMoney, MoneyGuide, or similar platforms
- FINRA Series 65 or Series 66 license, or willingness to obtain within a defined timeframe
- Strong knowledge of 401(k), IRA, defined benefit, and nonqualified deferred compensation plans
- Bachelor's degree in finance, economics, business, or a closely related field
Tips for Your Remote Retirement Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote retirement consultant openings from across the U.S. in one place, so you can find roles that match your plan specialization and apply directly without sorting through unrelated postings.
Demonstrate async client communication skills
Remote retirement consultant roles depend on written communication more than in-office ones do. Build a sample client memo or plan summary document you can share during interviews to show you can explain complex retirement concepts clearly without a whiteboard or in-person meeting.
Highlight your retirement plan technical depth
Remote employers can't observe your day-to-day judgment, so they screen for it in your application. List the specific plan types you've worked with, the testing or compliance processes you've managed, and any recordkeeping systems like Fidelity or Empower you know well.
Prepare for structured remote interviews
Remote retirement consultant interviews often include scenario-based questions about handling a plan participant issue or a compliance deadline without in-person backup. Practice walking through your decision process out loud on video so your reasoning is clear to hiring managers who can't read your body language.
Remote Retirement Consultant Jobs: Frequently Asked Questions
How do I get a remote retirement consultant job?
Remote retirement consultant roles go to candidates who can demonstrate self-direction, strong written communication, and the ability to manage client relationships without in-person contact. Financial services firms and benefits administrators hiring remotely screen heavily for experience with retirement plan types like 401(k) and 403(b), compliance knowledge, and comfort with virtual client meetings. Certifications like the CRPS or QKA signal credibility and give remote applicants a clear edge over generalists.
Which companies hire remote retirement consultants?
Companies hiring remote retirement consultants right now include Corebridge Financial, Leading Retirement Solutions, and MP-HR, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial advisory firms, distributed benefits consulting teams, and national insurance carriers that serve plan sponsors and participants across the country without requiring consultants to be on-site.
Can you get a remote retirement consultant job with no experience?
Yes, but remote entry-level retirement consultant roles are harder to land because employers expect you to work independently from day one with minimal oversight. Entry paths that work include paraplanning roles at remote RIA firms, benefits administration support positions, or internships at financial services companies with distributed teams. Showing familiarity with retirement plan regulations, strong written communication, and any hands-on project work with retirement accounts can open doors even without formal experience.
Do you need a degree for remote retirement consultant jobs?
Not always. Many remote employers weigh relevant certifications, demonstrated plan knowledge, and a history of client-facing results more heavily than a specific degree. A credential like the CRPS, QPA, or AIF can carry more weight than a degree in an unrelated field. What remote employers consistently look for is evidence you can manage retirement plans accurately, communicate complex concepts clearly in writing, and handle compliance requirements without direct supervision.
Which industries hire the most remote retirement consultants?
The sectors hiring the most remote retirement consultants are Insurance, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed teams to serve plan sponsors and participants across the country, making remote retirement consultant roles a natural fit for their operating models.
See All 17 Remote Retirement Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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