Retirement Consultant Jobs
Retirement Consultant jobs are open across financial services, insurance, banking, and benefits administration, from entry-level associate to senior and principal consultant, with specializations in defined benefit plans, 401(k) advisory, and income planning. See the openings below and apply to the ones that match your experience.
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Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant
Locations: Must reside within one of these geographical locations:
Boston, MA, Providence, RI, Connecticut, Greater New York City, Philadelphia, PA, Baltimore, MD, Atlanta, GA, Jacksonville, FL, Dallas, TX, Oklahoma, Salt Lake City, UT, San Francisco, CA, Concord, CA, Sacramento, CA, Seattle, WA
Role Summary:
The Senior Retirement Plan Consultant will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships directly with plan sponsors. This senior external sales role will represent Mutual of America’s products and services in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business. This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach.
Responsibilities:
- Lead a consultative sales process by assessing client needs and supporting opportunities from prospecting through finalist presentations and close.
- Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
- Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
- Conduct a needs-based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
- Obtain sales goal in assigned territory by prospecting new client
- Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
Required Qualifications:
- 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
- Knowledge of retirement products (401k and 403b plans)
- Driven to make outbound cold calls into prospective clients
- Demonstrated cold calling sales ability
- Ability to effectively communicate
- Ability to work effectively in a self-directed environment while remaining highly collaborative across internal teams
- Strong Relationship management skills
- Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
- Active driver’s license - driving is an essential function of this position and a necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.
Preferred Qualifications:
- Bachelor’s degree
Who Are We:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
What we offer you:
- Competitive base salary
- Quarterly uncapped commission structure
- Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
- 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $80,000 - $120,000
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant
Locations: Must reside within one of these geographical locations:
Boston, MA, Providence, RI, Connecticut, Greater New York City, Philadelphia, PA, Baltimore, MD, Atlanta, GA, Jacksonville, FL, Dallas, TX, Oklahoma, Salt Lake City, UT, San Francisco, CA, Concord, CA, Sacramento, CA, Seattle, WA
Role Summary:
The Senior Retirement Plan Consultant will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships directly with plan sponsors. This senior external sales role will represent Mutual of America’s products and services in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business. This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach.
Responsibilities:
- Lead a consultative sales process by assessing client needs and supporting opportunities from prospecting through finalist presentations and close.
- Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
- Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
- Conduct a needs-based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
- Obtain sales goal in assigned territory by prospecting new client
- Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
Required Qualifications:
- 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
- Knowledge of retirement products (401k and 403b plans)
- Driven to make outbound cold calls into prospective clients
- Demonstrated cold calling sales ability
- Ability to effectively communicate
- Ability to work effectively in a self-directed environment while remaining highly collaborative across internal teams
- Strong Relationship management skills
- Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
- Active driver’s license - driving is an essential function of this position and a necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.
Preferred Qualifications:
- Bachelor’s degree
Who Are We:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
What we offer you:
- Competitive base salary
- Quarterly uncapped commission structure
- Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
- 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $80,000 - $120,000
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Retirement Consultant Jobs by Experience Level
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Find Retirement Consultant JobsRetirement Consultant Job Market
Who's Hiring
- Corebridge20
- CBIZ6
- Bruno3
- Accenture3
- Transamerica3
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Investment & Asset Management
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in 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 Retirement Consultant Job Search
Lead your resume with plan-specific metrics
Retirement consultant resumes that stand out show the types of plans you've supported, the number of participants you've served, and any measurable outcomes like enrollment rate improvements. Generic financial services bullets won't differentiate you in this field.
List your credentials in the right order
Certifications like CFP, CRPC, or QKA often appear as hard requirements in job listings, not preferences. Put them directly below your name so a hiring manager sees them before reading your experience, especially if the posting lists them as required.
Apply early to roles that fit
Migrate Mate lists retirement consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by plan type focus
Roles focused on defined contribution plans, defined benefit pensions, and executive nonqualified plans require different backgrounds. Read each posting carefully for the plan type mentioned so you're applying where your hands-on experience is a direct match.
Prepare for a case-style interview round
Many employers include a scenario exercise where you walk through a client's retirement gap or asset allocation problem. Practice explaining your reasoning out loud, not just arriving at a number, since interviewers are evaluating your client communication style.
Negotiate your book-of-business expectations upfront
Retirement consultant offers often include production targets or existing book transfers tied to your compensation structure. Ask during the offer stage exactly how performance is measured in year one and whether a ramp period applies before full targets are enforced.
Retirement Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most retirement consultants?
The most active employers for retirement consultants right now are Corebridge, CBIZ, and Bruno, and the most openings are in Texas, Illinois, and Maryland, based on current listings on Migrate Mate as of November 2026. Demand is concentrated at large insurance carriers, independent broker-dealers, and regional wealth management firms with dedicated retirement practice groups.
How many retirement consultant jobs are remote?
About 90% of retirement consultant openings are fully remote or hybrid as of November 2026, with fully remote roles more common in plan education and rollover advisory work than in relationship-managed institutional or defined benefit consulting, which typically requires in-person client contact.
How do you become a retirement consultant?
Start with a bachelor's degree in finance, economics, or business, then obtain a client-facing financial services role to build foundational knowledge of investment products and retirement accounts. Earning a CFP or CRPC designation significantly improves your competitiveness. Many consultants also pursue FINRA licensing before or shortly after entering the role, depending on employer requirements.
Can you get hired as a retirement consultant with little experience?
Entry-level retirement consultant roles do exist, particularly at large insurance companies and benefits firms that run structured training programs. Candidates with internship experience in financial planning, a relevant certification in progress, or a background in customer-facing financial services are most competitive for these positions. Highlighting any exposure to retirement account types on your resume helps significantly.
What does the retirement consultant interview process look like?
Most retirement consultant interview processes include an initial phone screen focused on your licensing and plan knowledge, followed by one or two rounds with the hiring manager or practice leader. Many employers add a client scenario exercise or a case study where you walk through a retirement income recommendation. Final rounds may involve meeting a regional director or reviewing a compensation and production structure.
Where can I find and apply to retirement consultant jobs?
You can find and apply to retirement consultant jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience level, plan specialization, and preferred location, then apply directly to each one that fits.
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