Mid Level Retirement Plan Advisor Jobs
Mid level retirement plan advisor jobs call for professionals ready to manage client portfolios independently, guide complex plan design decisions, and take measurable ownership without constant oversight. Openings are spread across on-site, remote, and hybrid settings in Insurance, Accounting & Auditing, and Consulting & Professional Services, with employers like USI Insurance Services, CBIZ, and Moneta hiring at this level now.
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CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan administration, and compliance experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
Essential Functions and Primary Duties
- Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepares Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value-add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Resolve complex situations or requests
- Attend client meetings and prepare materials for meetings
- Achieve service goals established by department Additional responsibilities as assigned
-
Preferred Qualifications
- Bachelor's degree
- Familiarity with FT William software used for 5500 and compliance
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan administration, and compliance experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
Essential Functions and Primary Duties
- Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepares Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value-add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Resolve complex situations or requests
- Attend client meetings and prepare materials for meetings
- Achieve service goals established by department Additional responsibilities as assigned
-
Preferred Qualifications
- Bachelor's degree
- Familiarity with FT William software used for 5500 and compliance
See All 11 Mid Level Retirement Plan Advisor Jobs
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Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
Mid Level Retirement Plan Advisor Jobs: Frequently Asked Questions
How do I get a mid level retirement plan advisor job?
Position your experience around ownership, not just tasks. Highlight plan designs you led, client relationships you managed solo, and compliance situations you resolved independently. Tailor your resume to show depth in areas like ERISA compliance, plan administration, or participant education. Mid level roles go to candidates who demonstrate they can operate without hand-holding, so concrete outcomes matter more than time served.
Which companies hire mid level retirement plan advisors?
Companies hiring mid level retirement plan advisors right now include USI Insurance Services, CBIZ, and Moneta, based on current listings on Migrate Mate as of November 2026. Hiring at this level typically comes from regional advisory firms, national financial services companies, insurance carriers, and third-party administrators managing defined contribution and defined benefit plans.
Are there remote mid level retirement plan advisor jobs?
Yes, though availability varies by employer and client base. About 30% of mid level retirement plan advisor openings are remote or hybrid as of November 2026, reflecting broader flexibility in financial services. Fully remote roles tend to favor advisors with strong client communication skills, since relationship management shifts almost entirely to phone and video.
How do I move up to a mid level retirement plan advisor role?
Moving into a mid level retirement plan advisor role requires building depth beyond basic plan servicing. Focus on owning a process end to end, such as plan design reviews, compliance testing, or participant enrollment campaigns. Demonstrating measurable impact, like improved participation rates or reduced compliance errors, signals readiness. Credentials like QKA, ASPPA coursework, or Series 65 also mark a professional moving beyond entry-level execution.
Which industries hire the most mid level retirement plan advisors?
Mid Level retirement plan advisor roles concentrate in Insurance, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring because they maintain large employee populations requiring ongoing plan oversight, regulatory compliance support, and participant engagement at scale.