Mid Level Retirement Plan Consultant Jobs
Mid level retirement plan consultant jobs go to professionals ready to own client engagements end to end, guide junior staff, and deliver compliant plan recommendations with limited oversight. Hiring runs across Insurance, Accounting & Auditing, and Consulting & Professional Services, with 25% of openings remote or hybrid, and employers like CBIZ, USI Insurance Services, and Moneta competing for consultants at this level now.
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Showing 5 of 13+ Mid Level Retirement Plan Consultant jobs
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Summary
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Essential Responsibilities
- Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
- Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
- Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
- Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
- Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines
- Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses
- Regularly communicates with clients, plan participants, TPAs, and recordkeepers
- Answers participant calls and coordinates additional assistance with advisors as needed
- Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports
- Coordinates scheduling of client reviews, employee education, and internal team meetings
- Organizes and assists in executing action items following client reviews with the Advisors
- Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
- Assists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
- Assists Advisor with new client onboarding processes, documentation, and meetings
Qualifications
- Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
- Minimum of five years of relevant work experience
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
- Must be authorized to work in the United States
- Ability to come into the office on a regular weekly basis (this position is not remote)
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- This is a full-time, exempt, salary position reporting to the Senior Retirement Plan Advisor
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Summary
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Essential Responsibilities
- Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
- Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
- Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
- Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
- Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines
- Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses
- Regularly communicates with clients, plan participants, TPAs, and recordkeepers
- Answers participant calls and coordinates additional assistance with advisors as needed
- Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports
- Coordinates scheduling of client reviews, employee education, and internal team meetings
- Organizes and assists in executing action items following client reviews with the Advisors
- Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
- Assists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
- Assists Advisor with new client onboarding processes, documentation, and meetings
Qualifications
- Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
- Minimum of five years of relevant work experience
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
- Must be authorized to work in the United States
- Ability to come into the office on a regular weekly basis (this position is not remote)
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- This is a full-time, exempt, salary position reporting to the Senior Retirement Plan Advisor
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
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Mid Level Retirement Plan Consultant Jobs: Frequently Asked Questions
How do I get a mid level retirement plan consultant job?
Highlight your direct experience managing plan compliance, client relationships, or vendor oversight rather than listing tasks. Employers at this level want to see ownership: documents you authored, issues you resolved independently, and clients you managed solo. Tailor your resume to reflect the plan types you know best, whether defined contribution, defined benefit, or both, and lead with measurable outcomes wherever you can.
Which companies hire mid level retirement plan consultants?
Companies hiring mid level retirement plan consultants right now include CBIZ, USI Insurance Services, and Moneta, based on current listings on Migrate Mate as of August 2026. Hiring at this level comes from a mix of third-party administrators, financial services firms, insurance carriers, and regional advisory practices that need consultants who can run plans with limited senior oversight.
Are there remote mid level retirement plan consultant jobs?
Yes, and the share is meaningful. About 25% of mid level retirement plan consultant openings are remote or hybrid as of August 2026, reflecting how much of the work, plan review, compliance testing, and client communication, can be done without a daily office presence. Fully on-site roles tend to cluster at firms with high-touch client service models.
How do I move up to a mid level retirement plan consultant role?
The move from entry level to mid level is built on progressive ownership. Start by taking full responsibility for a specific plan type or compliance function rather than supporting someone else on it. Develop fluency in testing cycles, correction procedures, or client reporting, and document outcomes you drove. Employers promoting or hiring into mid level roles look for evidence of independent judgment, not just task completion.
Which industries hire the most mid level retirement plan consultants?
Mid Level retirement plan consultant roles concentrate in Insurance, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring at this level because they manage large employee populations with complex plan structures that require consultants who can handle compliance, reporting, and client service without constant senior guidance.