Mid Level Retirement Consultant Jobs
Mid level retirement consultant jobs go to professionals ready to own client portfolios, guide complex retirement planning decisions, and mentor junior staff with minimal oversight. Openings are spread across Accounting & Auditing, Consulting & Professional Services, and Insurance, with CBIZ, UBS, and Transamerica among the employers competing for retirement consultants at this level now.
Find JobsOverview
Showing 5 of 6+ Mid Level Retirement Consultant jobs
Job Family
Business Development / Direct SalesAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.Job Description
Responsibilities
- Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).
- Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.
- Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.
- Conduct one-on-one retirement planning meetings with client employees.
- Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.
- Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.
- Identify asset retention needs and initiate discussions with participants.
- Explain and ensure participants understand product options; make appropriate recommendations.
- Work with participants with multi-product needs and connect with other product specialists as needed.
- Maintain current and accurate records to document progress towards goals.
- Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.
- Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.
- Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.
- Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.
Qualifications
- Bachelor’s degree in a related field or equivalent business experience.
- FINRA Series 6 or 7.
- FINRA Series 63 or obtain within six months.
- Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
- Three years of financial services or related experience.
- Strong communication and interpersonal skills.
- Presentation skills to support the sales process.
- Self-motivated to drive toward set targets.
- Organization and time-management skills.
- Ability to quickly learn new systems/technology.
Preferred Qualifications
- Certified Financial Planner (CFP)
Working Conditions
- Remote (Field/Travel) Environment
- Occasional Travel <10%
- Local travel may be required
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The salary for this position generally ranges between $66,000 - $80,000 annually. This range is an estimate, based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.
This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
- As of December 31, 2023
Job Family
Business Development / Direct SalesAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.Job Description
Responsibilities
- Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).
- Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.
- Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.
- Conduct one-on-one retirement planning meetings with client employees.
- Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.
- Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.
- Identify asset retention needs and initiate discussions with participants.
- Explain and ensure participants understand product options; make appropriate recommendations.
- Work with participants with multi-product needs and connect with other product specialists as needed.
- Maintain current and accurate records to document progress towards goals.
- Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.
- Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.
- Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.
- Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.
Qualifications
- Bachelor’s degree in a related field or equivalent business experience.
- FINRA Series 6 or 7.
- FINRA Series 63 or obtain within six months.
- Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
- Three years of financial services or related experience.
- Strong communication and interpersonal skills.
- Presentation skills to support the sales process.
- Self-motivated to drive toward set targets.
- Organization and time-management skills.
- Ability to quickly learn new systems/technology.
Preferred Qualifications
- Certified Financial Planner (CFP)
Working Conditions
- Remote (Field/Travel) Environment
- Occasional Travel <10%
- Local travel may be required
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The salary for this position generally ranges between $66,000 - $80,000 annually. This range is an estimate, based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.
This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
- As of December 31, 2023
See All 6 Mid Level Retirement Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Retirement Consultant Job Market
Who's Hiring
Top Industries Hiring
- Accounting & Auditing
- Consulting & Professional Services
- Insurance
- Investment & Asset Management
Mid Level Retirement Consultant Jobs: Frequently Asked Questions
How do I get a mid level retirement consultant job?
Position your experience around client outcomes you have driven independently, such as retirement plan recommendations you developed and delivered from start to finish. Highlight proficiency with retirement planning software, relevant licenses like Series 65 or CFP credentials, and demonstrated ability to manage relationships without close supervision. Applications that show measurable client impact and growing scope of responsibility stand out at this level.
Which companies hire mid level retirement consultants?
Companies hiring mid level retirement consultants right now include CBIZ, UBS, and Transamerica, based on current listings on Migrate Mate as of November 2026. Financial services firms, insurance carriers, and wealth management practices tend to be the most active employers at this experience level, as they need consultants who can carry a book of business independently.
Are there remote mid level retirement consultant jobs?
Yes, though availability varies by employer and role type. About 50% of mid level retirement consultant openings are remote or hybrid as of November 2026, with fully remote positions more common at firms that serve clients nationally rather than through local branch relationships. Hybrid schedules are typical at regional advisory practices that value in-person client meetings.
How do I move up to a mid level retirement consultant role?
Moving into a mid level retirement consultant role comes from progressively taking ownership, not just completing assigned tasks. Build depth in retirement plan analysis, earn credentials like a CFP or Series 65, and seek opportunities to manage client relationships end to end. Demonstrating that you can run a project, present recommendations, and handle client concerns independently signals readiness for mid level responsibilities.
Which industries hire the most mid level retirement consultants?
Mid Level retirement consultant roles concentrate in Accounting & Auditing, Consulting & Professional Services, and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at this level because they serve large participant populations, face ongoing regulatory requirements around retirement plan management, and need experienced consultants who can advise clients with confidence.