Retirement Specialist Jobs
Retirement Specialist jobs are open across financial services, insurance, banking, and healthcare, from entry-level client associate roles to senior plan consultant and director positions, with specializations in defined benefit plans, 401(k) administration, and retirement income planning. Scan the live roles below and apply to whichever ones fit.
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Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we’ve endured many events, like the Great Depression and two World Wars. We’ve survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We’ve built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
About this job:
The Administrative/Investment Assistant provides support by conducting research, preparing reports, handling information requests and performing clerical functions such as receiving visitors and scheduling meetings. This position will provide support for staff at the location they are located. The person in this position must be able to handle various projects at different levels of completion.
Here are some of the great benefits you will enjoy as a member of our team:
- Competitive Salary
- Personal paid time off, as eligible and paid holidays
- 401K and Employee Stock Option Plan, as eligible
- Generous medical, dental, vision, life and disability insurance
- Fitness reimbursement
- Learning, development and growth opportunities
As an Investment and Retirement Specialist you will:
- Complete daily settlement with the department’s back-office vendor. This includes reviewing daily transactions for accuracy, processing deposits into the department’s checking account and daily settlement with the money market fund.
- Generate and maintain daily operations reports.
- Prepare monthly/quarterly compliance reports; security transactions, fee review, on-boarding and others as assigned.
- Opening, closing and maintenance of accounts.
- Branch and bank board reports; staff reports, quarterly performance reports related to department goals.
- Maintain and update department’s approved investment list. Prepare materials and minutes for the IRP Committees.
- Prepare client review packets.
- Branch and bank board reports; branch 10 staff reports, quarterly performance reports related to department goals.
- Maintenance of client-related documents.
- Prepare and maintain notes on departmental staff meetings; upcoming client meetings, events the department will attend/sponsor, seminars to be attended by staff.
- Assist plan sponsors or participants with questions and/or research an issue. Work with record keeping platforms/personnel to resolve or research a retirement related issue.
Qualifications for Success:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Prefer a two-year degree in finance, business or accounting
Computer literacy and working knowledge of Microsoft suites of applications (Word, Excel, PowerPoint)
Excellent written and verbal communication
Outstanding customer service skills
The Bank of Missouri is an Equal Opportunity Employer
Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we’ve endured many events, like the Great Depression and two World Wars. We’ve survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We’ve built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
About this job:
The Administrative/Investment Assistant provides support by conducting research, preparing reports, handling information requests and performing clerical functions such as receiving visitors and scheduling meetings. This position will provide support for staff at the location they are located. The person in this position must be able to handle various projects at different levels of completion.
Here are some of the great benefits you will enjoy as a member of our team:
- Competitive Salary
- Personal paid time off, as eligible and paid holidays
- 401K and Employee Stock Option Plan, as eligible
- Generous medical, dental, vision, life and disability insurance
- Fitness reimbursement
- Learning, development and growth opportunities
As an Investment and Retirement Specialist you will:
- Complete daily settlement with the department’s back-office vendor. This includes reviewing daily transactions for accuracy, processing deposits into the department’s checking account and daily settlement with the money market fund.
- Generate and maintain daily operations reports.
- Prepare monthly/quarterly compliance reports; security transactions, fee review, on-boarding and others as assigned.
- Opening, closing and maintenance of accounts.
- Branch and bank board reports; staff reports, quarterly performance reports related to department goals.
- Maintain and update department’s approved investment list. Prepare materials and minutes for the IRP Committees.
- Prepare client review packets.
- Branch and bank board reports; branch 10 staff reports, quarterly performance reports related to department goals.
- Maintenance of client-related documents.
- Prepare and maintain notes on departmental staff meetings; upcoming client meetings, events the department will attend/sponsor, seminars to be attended by staff.
- Assist plan sponsors or participants with questions and/or research an issue. Work with record keeping platforms/personnel to resolve or research a retirement related issue.
Qualifications for Success:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Prefer a two-year degree in finance, business or accounting
Computer literacy and working knowledge of Microsoft suites of applications (Word, Excel, PowerPoint)
Excellent written and verbal communication
Outstanding customer service skills
The Bank of Missouri is an Equal Opportunity Employer
See All 56 Retirement Specialist Jobs
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Find Retirement Specialist JobsRetirement Specialist Job Market
Who's Hiring
- ValuTeachers11
- CBIZ3
- Wilson-McShane Corporation3
- JPMorganChase2
- The Bank of Missouri2
Top Industries Hiring
- Accounting & Auditing
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in retirement specialist jobs.
- Bachelor's degree in finance, business, or a related field
- Experience administering 401(k), 403(b), or defined benefit plans
- FINRA Series 65 or Series 7 license or willingness to obtain
- Knowledge of ERISA regulations and IRS retirement plan rules
- Proficiency with retirement plan recordkeeping or administration software
- Strong client communication and financial counseling skills
Tips for Your Retirement Specialist Job Search
Tailor your resume to plan types
Retirement specialist job postings often specify defined benefit, defined contribution, or 403(b) experience separately. Calling out exactly which plan types you've administered or advised on shows hiring managers you understand the technical distinctions they care about.
List your credentials front and center
Certifications like the CRPS, CRPC, or QKA carry real weight in this field. Put them in your resume headline or a dedicated credentials line near the top so recruiters see them before they read anything else.
Apply early to roles that fit
Migrate Mate lists retirement specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target your search by plan sponsor size
Retirement specialist roles at large plan sponsors differ significantly from those at small-business-focused recordkeepers or advisory firms. Filtering by employer type helps you find openings that match your actual day-to-day experience and growth goals.
Prepare for compliance scenario questions
Interviewers for retirement specialist roles routinely ask how you'd handle a late deferral deposit, a failed nondiscrimination test, or a participant distribution error. Walk through real examples from your experience rather than describing processes in the abstract.
Negotiate your ERISA workload, not just salary
When evaluating an offer, ask how many plans the specialist manages, what the support structure looks like, and whether compliance deadlines are shared with a plan administrator or owned solely by the specialist. That context shapes your day-to-day far more than title alone.
Retirement Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most retirement specialists?
The companies hiring the most retirement specialists right now include ValuTeachers, CBIZ, and Wilson-McShane Corporation, with the largest share of openings in Ohio, Missouri, and Mississippi, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated at large recordkeepers, insurance carriers, and regional advisory firms that manage retirement plans for employer clients.
How many retirement specialist jobs are remote?
About 70% of retirement specialist openings are fully remote or hybrid as of November 2026, with the highest remote share in plan administration, compliance, and participant education roles. Client-facing consulting and institutional sales positions are more likely to require regular in-person meetings, so check the work arrangement details on each listing before applying.
How do you become a retirement specialist?
Start with a degree in finance, accounting, or business, then gain experience in financial services, benefits administration, or insurance. Earning a designation such as the Chartered Retirement Plans Specialist or Qualified 401(k) Administrator signals specialized knowledge to employers. Many specialists also obtain FINRA licenses required for roles that involve investment recommendations or plan distribution advice.
Can I get hired as a retirement specialist with little experience?
Yes, entry-level retirement specialist roles exist at recordkeepers and third-party administrators, where new hires focus on participant services, enrollment processing, and plan document support under senior staff. Highlighting any exposure to benefits, insurance, or financial services work, even in an internship or administrative capacity, helps. Pursuing a relevant certification while job searching also signals commitment to hiring managers.
What does the retirement specialist interview process look like?
Most retirement specialist interviews involve a phone screen with HR, followed by one or two rounds with the hiring manager and sometimes a team lead or compliance officer. Expect questions on specific plan types you've worked with, how you've handled participant issues or regulatory deadlines, and your familiarity with ERISA rules. Some employers include a short written scenario or case study in later rounds.
Where can I find and apply to retirement specialist jobs?
You can find and apply to retirement specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and goals, and apply directly to each listing that fits.
See All 56 Retirement Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find Retirement Specialist Jobs