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, Consulting & Professional Services, and Insurance, with employers like CBIZ, OneDigital, and JPMorganChase hiring at this level now.
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JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds. Global Funds Management oversees the delivery of J.P. Morgan Funds, ETFs, Separately Managed Accounts, Retirement Solutions, and the NY State Advisor-Guided 529 Plan to individual and institutional investors around the world with 175B in Defined Contribution assets under management. JPMorgan Chase & Co. is a strong retirement player aspiring to market leadership. Each day 10,000 Baby Boomers turn 65, meaning saving for and providing income in retirement is one of the firm's top strategic priorities.
Job Summary
As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants. You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.
Job Responsibilities
- Educating advisors on our record keeping solutions while gaining investment market share
- Providing plan insight, industry & competitive perspective to inform client decisions
- Coordinating with DC and retail field sales counterparts to promote platform solutions
- Implementing our sales process to uncover opportunities and advance sales
- Supporting external sales team by ensuring content, capabilities, and tools are in sync
- Managing pipeline and implementation pre-work to ensure seamless support experience
Required Qualifications, Capabilities And Skills
- Proven track record of sales success developing and maintaining relationships
- Ability to multi-task and manage priorities across multiple territories
- Financial market and retirement industry understanding & aptitude
- Excellent written and verbal communication skills
- Ability to leverage multiple resources and systems to maximize productivity
- Coachability and ability to incorporate feedback quickly and consistently
- Effectiveness in presenting complex ideas, resources, and solutions
- Proven track record of success in performance related to academics and work history
- Bachelor's degree
- Series 7; Series 63 needed (All Licensing is required within 90 days of hire)
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Job Description
JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds. Global Funds Management oversees the delivery of J.P. Morgan Funds, ETFs, Separately Managed Accounts, Retirement Solutions, and the NY State Advisor-Guided 529 Plan to individual and institutional investors around the world with 175B in Defined Contribution assets under management. JPMorgan Chase & Co. is a strong retirement player aspiring to market leadership. Each day 10,000 Baby Boomers turn 65, meaning saving for and providing income in retirement is one of the firm's top strategic priorities.
Job Summary
As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants. You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.
Job Responsibilities
- Educating advisors on our record keeping solutions while gaining investment market share
- Providing plan insight, industry & competitive perspective to inform client decisions
- Coordinating with DC and retail field sales counterparts to promote platform solutions
- Implementing our sales process to uncover opportunities and advance sales
- Supporting external sales team by ensuring content, capabilities, and tools are in sync
- Managing pipeline and implementation pre-work to ensure seamless support experience
Required Qualifications, Capabilities And Skills
- Proven track record of sales success developing and maintaining relationships
- Ability to multi-task and manage priorities across multiple territories
- Financial market and retirement industry understanding & aptitude
- Excellent written and verbal communication skills
- Ability to leverage multiple resources and systems to maximize productivity
- Coachability and ability to incorporate feedback quickly and consistently
- Effectiveness in presenting complex ideas, resources, and solutions
- Proven track record of success in performance related to academics and work history
- Bachelor's degree
- Series 7; Series 63 needed (All Licensing is required within 90 days of hire)
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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Top Industries Hiring
- Accounting & Auditing
- Consulting & Professional Services
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- Investment & Asset Management
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 JPMorganChase, based on current listings on Migrate Mate as of August 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 20% of entry level retirement plan specialist openings are remote or hybrid as of August 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, Consulting & Professional Services, and Insurance, based on current listings on Migrate Mate as of August 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.