Retirement Plan Consultant Jobs in USA with Visa Sponsorship
Retirement Plan Consultant roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in finance, accounting, or a related field. Employers in benefits administration, financial services, and consulting firms actively sponsor these positions year-round, with no lottery uncertainty for E-3 visa or TN visa holders. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsWhen you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book of business. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.
Essential Duties and Responsibilities (includes but is not limited to):
Retirement Plan Sales and Business Development
- Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
- Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
- Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
- Participate in industry and conference presentations to showcase expertise and generate leads.
- Organize and manage prospect events to educate potential clients about retirement plan options.
Client Relationship Management
- Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
- Develop and execute a customized relationship strategy that aligns with each client's unique situation.
- Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
Investment Consulting and Plan Design
- Perform investment advisory services for clients, adhering to all regulatory guidelines.
- Select and present a diverse range of plan options and investment choices to decision-makers.
- Leverage local and national strategies to provide participants with guidance on account-related questions.
- Design complex retirement plan structures tailored to meet institutional client needs.
Compliance and Regulatory Expertise
- Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
- Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
- Stay informed of industry trends and regulatory changes to ensure client plan compliance.
- Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
- Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
- Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.
- Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.
Qualifications, Skills and Requirements:
- Proven track record of exceeding sales goals.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
- Proven success with multi-tasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
- Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.
- 2+ years of retirement plan related experience required
- 2 – 5 years of industry related sales experience preferred
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book of business. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.
Essential Duties and Responsibilities (includes but is not limited to):
Retirement Plan Sales and Business Development
- Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
- Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
- Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
- Participate in industry and conference presentations to showcase expertise and generate leads.
- Organize and manage prospect events to educate potential clients about retirement plan options.
Client Relationship Management
- Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
- Develop and execute a customized relationship strategy that aligns with each client's unique situation.
- Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
Investment Consulting and Plan Design
- Perform investment advisory services for clients, adhering to all regulatory guidelines.
- Select and present a diverse range of plan options and investment choices to decision-makers.
- Leverage local and national strategies to provide participants with guidance on account-related questions.
- Design complex retirement plan structures tailored to meet institutional client needs.
Compliance and Regulatory Expertise
- Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
- Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
- Stay informed of industry trends and regulatory changes to ensure client plan compliance.
- Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
- Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
- Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.
- Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.
Qualifications, Skills and Requirements:
- Proven track record of exceeding sales goals.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
- Proven success with multi-tasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
- Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.
- 2+ years of retirement plan related experience required
- 2 – 5 years of industry related sales experience preferred
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
See all 69+ Retirement Plan Consultant jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Plan Consultant roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Retirement Plan Consultant
Target ERISA-focused employers
Third-party administrators, recordkeepers, and actuarial consulting firms, like Fidelity, Vanguard, and regional TPA shops, regularly sponsor Retirement Plan Consultants because qualified candidates with ERISA knowledge are genuinely hard to find domestically.
Highlight your compliance and regulatory knowledge
Employers sponsor visas when the role requires specialized expertise they can't easily fill. Demonstrating deep knowledge of ERISA, IRS plan qualification rules, and DOL reporting requirements strengthens the specialty occupation argument for your H-1B petition.
Pursue relevant credentials before applying
Certifications like the QKA, QPA, or ASPPA designations signal genuine expertise to sponsors. They also reinforce the specialty occupation case USCIS scrutinizes during H-1B adjudication, making your petition less likely to receive a Request for Evidence.
Australians and Canadians have a faster path
Australian citizens can apply for the E-3 visa without entering the H-1B lottery, and Canadian citizens qualify for TN status under USMCA. Both allow year-round applications, making Retirement Plan Consultant roles accessible without waiting for April registration windows.
Understand the LCA before negotiating your offer
Your employer must file a Labor Condition Application certifying your wage meets the prevailing level for your location and role. The LCA is certified before your visa petition, so understand how it affects your offer letter and what wage level the employer designates.
Browse sponsoring employers on Migrate Mate
Migrate Mate filters job listings by visa sponsorship type, so you can find Retirement Plan Consultant roles where employers have confirmed willingness to sponsor H-1B, E-3, or TN candidates, saving time you'd otherwise spend screening postings manually.
Retirement Plan Consultant jobs are hiring across the US. Find yours.
Find Retirement Plan Consultant JobsFrequently Asked Questions
Does a Retirement Plan Consultant role qualify as a specialty occupation for the H-1B?
Yes, Retirement Plan Consultant roles generally qualify as specialty occupations because they require at minimum a bachelor's degree in finance, accounting, economics, or a closely related field. USCIS looks for a direct relationship between the degree and the job duties. Roles focused on ERISA compliance, plan design, and actuarial analysis have a strong specialty occupation argument. Positions described more broadly, such as general financial advisor roles, may face more scrutiny.
Which visa types do employers typically use to sponsor Retirement Plan Consultants?
H-1B is the most common path for candidates from most countries, though it requires winning the annual lottery. Australian citizens can pursue the E-3 visa, which has no lottery and allows year-round applications. Canadian and Mexican nationals may qualify for TN status under the USMCA. Some senior or uniquely accomplished consultants may also qualify for O-1A classification if they can document extraordinary achievement in the benefits or financial planning field.
What degree do I need to get H-1B sponsorship as a Retirement Plan Consultant?
A bachelor's degree in finance, accounting, economics, actuarial science, or business administration is the standard minimum. Your degree field should logically connect to the specific duties of the role, plan design, compliance testing, fiduciary advisory work, or participant education. If your degree is in an unrelated field, three years of highly specialized work experience can substitute for each year of missing education under USCIS equivalency rules, though this route invites additional scrutiny.
How hard is it for employers to sponsor a Retirement Plan Consultant on an H-1B?
The specialty occupation determination is straightforward for this role when the job description specifically requires a degree in a relevant field. The bigger challenge is the lottery: in recent fiscal years, selection rates have hovered around 20 to 25 percent for regular cap registrations. Employers who are cap-exempt, such as nonprofits, government entities, or universities, can file outside the lottery entirely. Australian and Canadian candidates avoid the lottery altogether through E-3 or TN status.
Where can I find Retirement Plan Consultant jobs that offer visa sponsorship?
Migrate Mate lists Retirement Plan Consultant roles specifically filtered by visa sponsorship type, so you can see which employers are open to sponsoring H-1B, E-3, or TN candidates without sifting through postings that don't apply to your situation. This is the most direct way to identify employers already familiar with the sponsorship process for this role type, which matters because working with a sponsor who understands ERISA hiring adds efficiency to an already complex process.
What is the prevailing wage requirement for sponsored Retirement Plan Consultant jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
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