Retirement Plan Advisor, Workplace Wealth Solutions

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified

Salary

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Market context

U.S. role benchmark (BLS OEWS)

$55,390 U.S. median for this role

Projected growth (BLS Employment Projections)

-0.1% - Decline

Matched to SOC 25-2021 - Teaching and Education aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Teaching Education From the posting source checked Jun 20, 2026

Seniority

Senior From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Retirement Plan Advisor, Workplace Wealth Solutions Are you passionate about influencing client stakeholders? Do you enjoy problem-solving and using negotiation skills? We are looking for someone like you to: • deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, while providing senior‑level ownership of complex client relationships • provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented service model, serving as a resource and escalation point for colleagues and partners • lead annual account and quarterly investment reviews, overseeing review quality and ensuring fiduciary documentation is complete, accurate, and aligned with each client's Investment Policy Statement • partner with plan providers to resolve plan‑level issues, evaluate plan features, and manage escalations to ensure a smooth operational experience • evaluate participant education programs and recommend strategies to increase engagement, participation, and retirement readiness-guiding education strategy and mentoring others in delivery, while delivering live or virtual education as needed • drive client satisfaction, retention, and expansion by identifying cross‑sell opportunities within Workplace Wealth Solutions and influencing growth strategy across assigned relationships • develop a deep understanding of each client's business, organizational structure, and industry to shape proactive, strategic recommendations and anticipate complex client needs • collaborate with Financial Advisors supporting retirement plan relationships to ensure a unified and seamless client experience, providing leadership across cross‑functional partners

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