Remote Retirement Plan Advisor Jobs
Remote retirement plan advisor jobs are open across the U.S. at remote-first financial services firms, distributed RIA teams, and national plan administration companies. Employers hiring remotely right now include Corebridge Financial, Altigro Pension Services, and MP-HR. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 22+ Remote Retirement Plan Advisor 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 22 Remote Retirement Plan Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Retirement Plan Advisor Job Market
Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote retirement plan advisor jobs.
- Bachelor's degree in finance, business administration, or a related field
- Active Series 65 or Series 66 license or eligibility to obtain one
- Experience with defined contribution plan administration and ERISA compliance
- Proficiency with recordkeeping platforms and retirement plan administration software
- Strong client relationship management and consultative sales skills
- Knowledge of IRS and DOL regulations governing qualified retirement plans
Tips for Your Remote Retirement Plan Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote retirement plan advisor openings from across the U.S. in one place. Check it regularly and apply to roles that match your credentials and plan type experience as soon as they appear, since remote positions at distributed firms fill fast.
Show async communication skills upfront
Remote retirement plan advisors communicate plan updates, compliance deadlines, and participant questions almost entirely in writing. Demonstrate this in your application by writing clear, structured cover notes and including examples of client-facing written work, such as plan summary documents or enrollment communications.
Highlight plan administration platform proficiency
Remote employers screen for hands-on experience with recordkeeping and administration platforms like Relius, Pension Pro, or FT William. Name the specific systems you've used and the plan types you've administered, since remote teams can't train platform skills on the job the way an in-office team might.
Prepare for scenario-based remote interviews
Remote retirement plan advisor interviews often include live plan scenarios, compliance questions, or mock participant calls conducted over video. Practice explaining nondiscrimination testing outcomes, distribution requests, and plan correction procedures out loud so your answers are clear and confident on camera.
Remote Retirement Plan Advisor Jobs: Frequently Asked Questions
How do I get a remote retirement plan advisor job?
Target remote-first registered investment advisors, third-party administrators, and national recordkeepers that run distributed teams, since those employers build workflows around remote advisors from day one. Remote hiring managers screen hard for self-direction, clear written communication, and comfort with plan administration platforms like DTCC or Relius. Candidates who document client outcomes, compliance experience, and async collaboration stand out most in remote applicant pools.
Which companies hire remote retirement plan advisors?
Employers currently hiring remote retirement plan advisors include Corebridge Financial, Altigro Pension Services, and MP-HR, per current remote listings on Migrate Mate as of November 2026. Remote openings in this role come most often from remote-first third-party administrators, distributed RIA firms, and national insurance carriers that serve plan sponsors across multiple states.
Can you get a remote retirement plan advisor job with no experience?
Yes, but remote entry-level retirement plan advisor roles are harder to land because employers expect you to troubleshoot plan issues independently without in-office support from day one. Third-party administrators and recordkeeping platforms sometimes hire entry-level candidates for remote support or associate advisor roles. Showing completed ASPPA coursework, familiarity with ERISA basics, and strong written communication can open those doors in place of direct experience.
Do you need a degree for remote retirement plan advisor jobs?
Not always. Many remote employers value industry credentials like QPA, QKA, or CRPS alongside demonstrated plan administration experience more than a specific degree. Remote hiring managers weigh practical skills such as plan document review, nondiscrimination testing knowledge, and participant communication over academic background, especially for candidates who can show results from prior plan work.
Which industries hire the most remote retirement plan advisors?
Most remote retirement plan advisor openings sit in Insurance, per current remote listings on Migrate Mate as of November 2026. Those sectors hire retirement plan advisors remotely because their teams serve plan sponsors and participants across the country, making distributed work a natural fit for the role.
See All 22 Remote Retirement Plan Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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