Retirement Plan Advisor Jobs
Retirement Plan Advisor jobs are open across financial services, insurance, banking, and corporate HR, from entry-level associate to senior advisor and director, with specializations in defined contribution plans, 401(k) administration, and fiduciary compliance. 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.
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Find Retirement Plan Advisor JobsRetirement Plan Advisor Job Market
Who's Hiring
- Corebridge20
- CBIZ15
- USI Insurance Services6
- Mutual of America Financial4
- Empower3
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in 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 Retirement Plan Advisor Job Search
Tailor your resume to plan types
Employers distinguish sharply between defined contribution and defined benefit experience. Call out the specific plan types you've administered or advised on, 401(k), 403(b), pension, or ESOP, rather than listing generic retirement plan work.
Lead with your certifications upfront
The QKA, QPA, CRPS, or CFP credential signals immediate credibility to plan sponsors and third-party administrators. Put your active certifications in a dedicated line near the top of your resume, not buried in an education section.
Apply early to roles that fit
Migrate Mate lists retirement plan advisor 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 fiduciary scope
Some postings focus on participant education and enrollment, while others require ERISA fiduciary expertise or plan design work. Reading the job description for terms like '3(21),' '3(38),' or 'plan sponsor' tells you which skill set the employer actually needs.
Prepare a plan review case study
Interviewers for advisor roles frequently ask how you've improved plan participation rates or identified compliance gaps. Walk in with a concrete example, what the plan looked like, what you changed, and what happened to outcomes like deferral rates or audit findings.
Negotiate total comp including licensing support
Many firms offer to cover continuing education fees, exam costs for the QKA or CFA, or errors-and-omissions insurance. Ask about these during the offer stage, not after you've already accepted a base salary.
Retirement Plan Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most retirement plan advisors?
The companies hiring the most retirement plan advisors right now include Corebridge, CBIZ, and USI Insurance Services, with the largest share of openings in Texas, California, and Maryland, based on current listings on Migrate Mate as of November 2026. Financial services firms, insurance carriers, and large third-party administrators tend to post the highest volume of openings consistently.
How many retirement plan advisor jobs are remote?
About 77% of retirement plan advisor openings are fully remote or hybrid as of November 2026, reflecting broader flexibility in financial services hiring. Participant education, plan consulting, and relationship management roles tend to have the highest remote availability, while positions requiring regular on-site plan sponsor meetings are more likely to require in-person presence.
How do you become a retirement plan advisor?
Start with a bachelor's degree in finance, business, or a related field, then obtain the securities licenses your target employer requires, most commonly the Series 65 or Series 66. Building foundational knowledge of ERISA, qualified plan design, and IRS contribution rules is essential before moving into an advisory role. Earning a credential like the QKA, QPA, or CRPS after gaining some plan administration experience significantly strengthens your candidacy.
Can I get a retirement plan advisor job with little experience?
Yes, many firms hire associate or junior advisor roles specifically designed for candidates with strong financial fundamentals but limited direct plan experience. Internships at recordkeepers, TPA firms, or broker-dealers are the most direct path in. Passing the Series 65 exam before applying signals seriousness to hiring managers and can offset a shorter work history in retirement plans specifically.
What does the retirement plan advisor interview process look like?
Most employers run a phone screen focused on your plan knowledge and licensing status, followed by one or two rounds of interviews covering ERISA compliance, client relationship scenarios, and plan design questions. Some firms include a written case study or a mock client presentation to assess how you communicate complex plan concepts. Final-round interviews at larger firms often involve a meeting with the team you'd be joining.
Where can I find and apply to retirement plan advisor jobs?
You can find and apply to retirement plan advisor jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that fit your experience level, plan specialization, and preferred location, then apply directly to each opening that matches.
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