Retirement Plan Consultant – 401(k)
$95K–$105K base salary | Hartford, CT | Onsite | Series 7 and 66
We’re partnering with a respected, growing financial firm that’s hiring a Retirement Plan Consultant to support and manage a book of 401(k) business. In this client-facing role, you’ll work closely with plan sponsors, advisors, and third-party administrators to ensure plan compliance, educate participants, and deliver high-touch service.
This is a great opportunity for someone with strong relationship skills and technical knowledge of qualified plans who’s looking to grow within a team-oriented firm.
What You'll Do:
- Serve as a trusted advisor to plan sponsors and participants for a portfolio of 401(k) plans.
- Coordinate with TPAs and internal advisors on plan design, compliance, and renewals.
- Track key plan deadlines and ensure delivery of required notices (Safe Harbor, eligibility, etc.).
- Assist clients with annual retirement plan filing requirements.
- Support enrollment and education efforts virtually and on-site.
- Stay up to date with ERISA, IRS/DOL regulations, and industry trends.
What They’re Looking For:
- 3+ years of experience with 401(k) plans, plan operations, or retirement plan consulting.
- Active Series 7 and 66 (or 65/63) licenses – required.
- Strong understanding of ERISA, IRS/DOL regulations, and plan sponsor responsibilities.
- Excellent client service and communication skills.
- Ability to explain complex topics in clear, simple terms.
- Certifications like QKA, QKC, or CPFA are a strong plus.
Why This Role?
You’ll join a supportive, well-structured team with direct access to leadership. This role offers long-term growth potential and the chance to build lasting relationships while helping clients optimize their retirement plans.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com