Entry Level Retirement Plan Specialist Jobs
New grad retirement plan specialist jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or demonstrated knowledge of ERISA fundamentals can matter more than a long resume. Most openings are on-site roles across Accounting & Auditing, Insurance, and Consulting & Professional Services, with employers like CBIZ, OneDigital, and Paylocity hiring at this level now.
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The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The ideal candidate is adaptable, eager to learn, and a self-starter. Success in this role requires the ability to collaborate effectively and maintain attention to detail in a dynamic environment. The analyst will support these efforts by adhering to established processes, procedures, and regulatory requirements.
What You'll Do:
- Play an entry level role in ensuring Cetera Financial Group’s ERISA/retirement plans fiduciary programs continue to conform to set guidelines.
- Comply with processes and procedures of the team, including regulatory requirements.
- Provide day-to-day operational support of CFG fiduciary programs, ensuring accuracy, key metrics, and SLA’s achieved.
- Responsible for daily process of work associated with CFG’s retirement plan fiduciary programs, including new account set-up and maintenance.
- Facilitates agreement review and ensure alignment with outside recordkeeper data.
- Respond to inquiries from internal and external customers via email in a timely fashion.
- Strong communication skills with advisors, recordkeepers, and internal teams.
- Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.
- Provide feedback and contribute to improving the overall fiduciary program experience.
- Ability to distinguish multiple firm-specific versions of agreements and forms, recognize similarities and differences across firms; and to apply knowledge of each, as appropriate.
- Conduct detailed reviews of scanned forms and applications to verify completeness and compliance.
- Cross-reference with product sponsor/recordkeeper data to ensure alignment with regulatory standards.
- Perform accurate data entry and maintain integrity of internal databases. Collaborate with various teams to clarify and resolve discrepancies.
What You Need to Have:
- Bachelor’s degree or equivalent experience
- 1-3 years of financial services workflow/operations experience
- Strong data entry experience
- Results driven and detail-oriented individual
- Strong organizational skills
- Ability to work both independently and in a team environment
- Microsoft Excel experience
- Skilled in compensation analysis, including matching data between third-party vendor (recordkeeper) reports and internal systems to ensure accuracy. Able to identify and resolve inconsistencies in compensation records, supporting audit readiness and financial integrity.
What's Nice to Have:
- Experience with employer sponsored retirement plans.
- Experience working with recordkeepers or broker-dealers Salesforce experience is a plus
Compensation:
The base salary range for this role in Dallas, TX is $72,000- $97,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The ideal candidate is adaptable, eager to learn, and a self-starter. Success in this role requires the ability to collaborate effectively and maintain attention to detail in a dynamic environment. The analyst will support these efforts by adhering to established processes, procedures, and regulatory requirements.
What You'll Do:
- Play an entry level role in ensuring Cetera Financial Group’s ERISA/retirement plans fiduciary programs continue to conform to set guidelines.
- Comply with processes and procedures of the team, including regulatory requirements.
- Provide day-to-day operational support of CFG fiduciary programs, ensuring accuracy, key metrics, and SLA’s achieved.
- Responsible for daily process of work associated with CFG’s retirement plan fiduciary programs, including new account set-up and maintenance.
- Facilitates agreement review and ensure alignment with outside recordkeeper data.
- Respond to inquiries from internal and external customers via email in a timely fashion.
- Strong communication skills with advisors, recordkeepers, and internal teams.
- Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.
- Provide feedback and contribute to improving the overall fiduciary program experience.
- Ability to distinguish multiple firm-specific versions of agreements and forms, recognize similarities and differences across firms; and to apply knowledge of each, as appropriate.
- Conduct detailed reviews of scanned forms and applications to verify completeness and compliance.
- Cross-reference with product sponsor/recordkeeper data to ensure alignment with regulatory standards.
- Perform accurate data entry and maintain integrity of internal databases. Collaborate with various teams to clarify and resolve discrepancies.
What You Need to Have:
- Bachelor’s degree or equivalent experience
- 1-3 years of financial services workflow/operations experience
- Strong data entry experience
- Results driven and detail-oriented individual
- Strong organizational skills
- Ability to work both independently and in a team environment
- Microsoft Excel experience
- Skilled in compensation analysis, including matching data between third-party vendor (recordkeeper) reports and internal systems to ensure accuracy. Able to identify and resolve inconsistencies in compensation records, supporting audit readiness and financial integrity.
What's Nice to Have:
- Experience with employer sponsored retirement plans.
- Experience working with recordkeepers or broker-dealers Salesforce experience is a plus
Compensation:
The base salary range for this role in Dallas, TX is $72,000- $97,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
See All 13 Entry Level Retirement Plan Specialist Jobs
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Find JobsEntry Level Retirement Plan Specialist Job Market
Who's Hiring
- CBIZ3
- OneDigital2
- Paylocity1
- MassMutual1
- JPMorganChase1
Top Industries Hiring
- Accounting & Auditing4
- Insurance3
- Consulting & Professional Services3
- Banking & Financial Services2
- Investment & Asset Management1
Entry Level Retirement Plan Specialist Jobs: Frequently Asked Questions
How do I get an entry level retirement plan specialist job?
Employers hiring at the entry level look for candidates with a working knowledge of defined contribution plans, ERISA basics, and plan administration workflows. A relevant internship, a finance or HR degree, or a professional certification like the QKA or ASPPA credentials signals readiness. Strong attention to detail and client communication skills consistently give candidates an edge in the hiring process at this stage.
Which companies hire entry level retirement plan specialists?
Companies hiring entry level retirement plan specialists right now include CBIZ, OneDigital, and Paylocity, based on current listings on Migrate Mate as of June 2026. At this level, hiring tends to come from third-party plan administrators, financial services firms, and insurance carriers that run structured onboarding programs for junior hires.
Are there remote entry level retirement plan specialist jobs?
Yes, though most openings at this level still prefer on-site or hybrid arrangements. About 9% of entry level retirement plan specialist openings are remote or hybrid as of June 2026, so candidates open to either work setting will have a broader pool of opportunities to apply to.
Are these new grad retirement plan specialist jobs?
Yes, this page includes new grad, recent graduate, and junior retirement plan specialist roles alongside all entry level listings. A new-grad-friendly posting typically welcomes zero to two years of experience, accepts internships or coursework in lieu of full-time history, and does not require prior plan administration credentials, making them accessible to candidates entering the field for the first time.
Which industries hire the most entry level retirement plan specialists?
Entry Level retirement plan specialist roles concentrate in Accounting & Auditing, Insurance, and Consulting & Professional Services, based on current listings on Migrate Mate as of June 2026. These sectors drive hiring at the entry level because they manage large volumes of employer-sponsored retirement plans and need junior staff to support compliance, recordkeeping, and participant services.