Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Consultant

(Remote / Norwich NY)


Retirement Plan Administrator

Nicholas Pension Consultants
(Hybrid / Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Fund Administrator

Plumbers Local Union No. 1 Benefit Funds
(Long Island City NY)

Retirement Plan Administrator (TPA)

Retirement Plan Consultants

Retirement Plan Consultants logo

Employee Benefits and Executive Compensation Associate Attorney

(Hybrid / Portland ME / Boston MA)

Verrill logo

Retirement Plan Administrator

Farmer & Betts, Inc.
(Remote / WA)

Farmer & Betts, Inc. logo

Retirement Plan Administrator – Senior Associate

(Hybrid / Norfolk VA / AZ / DC / FL / MD / NC / PA / TX)

PBMares logo

Sales Consultant

EPIC Retirement Plan Services
(Remote / Norwich NY / KY / MA / ME / OH / PA / VT)

EPIC Retirement Plan Services logo

Distribution \ Loan Clerk

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

Retirement Plan Documents Specialist

Loren D. Stark Company

Loren D. Stark Company logo

DC Plan Administrator

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

Legal Director

Pension Rights Center

Pension Rights Center logo

Employee Benefits & Executive Compensation Associate Attorney

Polsinelli PC
(Chicago IL / Dallas TX / Kansas City MO)

Polsinelli PC logo

Administrator/Consultant (DC and DB)

TPA Professionals

Retirement Plan Consultant

Pension Plan Specialists
(Vancouver WA)

Pension Plan Specialists logo

Retirement Plan Specialist

RTD Financial Advisors
(Hybrid / Philadelphia PA)

RTD Financial Advisors logo

Retirement Plan Administrator

Kentucky Trust Company
(Danville KY)

Kentucky Trust Company logo

Compliance Analyst

(Remote / West Harrison NY)

Pentegra logo

Membership Director: Independent Contractor

Retirement Industry Trust Association (RITA)
(Remote / Sarasota FL)

Retirement Industry Trust Association (RITA) logo

Jr Retirement Plan Administrator/ Administrative Assistant

Hochheiser Deutsch & Co, Inc.
(Melville NY)

Hochheiser Deutsch & Co, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Financial Advisor

U.S. Retirement & Benefits Partners

in Remote / San Jose CA / San Jose CA / Union City CA / Hayward CA / Alameda CA / Livermore CA / Dublin CA / Fremont CA / Danville CA / Concord CA / El Cerrito CA / Hercules CA / Danville CA

Logo for U.S. Retirement & Benefits Partners


U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm specializing in public school, governmental and corporate employee benefits plans and employer-sponsored retirement plans. The business was formed in 2008 and today is the largest independent specialist serving the K-12 market with over two million clients nationally. USRBP is the market-leader with our dominant position in the educational and government sectors.

We are looking for a Financial Advisor to join our Partner Firm, Employee Benefits Services Group (EBSG) 

Who is Employee Benefits Services Group (EBSG) / USRBP?

  • Since 1989, EBSG has provided asset protection and growth solutions for thousands of employees in the education and non-profit sectors.
  • Northern California's leading financial and retirement planning services firm focused on the education and non-profit sector.
  • Unique knowledge of the government pension system helps our clients with their wealth management objectives.

And now we are expanding our team of K-12 Financial Advisors in the San Francisco Bay area; this role will be based out of our local office in Campbell, CA. Unlike many other financial services opportunities where you must create your market, our Financial Advisors have a specific niche market to work. Dynamic changes in the 403(b) and 457(b) markets have created opportunities for tremendous growth.

This will be an independent consultant/1099 role.

Unlimited compensation potential – grow your book of business with no cap on the commissions you can earn!

Estimated year-to-year earnings:

  • Year 1 - $60,000 +
  • Year 2 - $110,000 +


This is a unique worksite sales/marketing opportunity for the right Financial Advisor that entails:

  • Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Selling financial products such as annuities, mutual funds, and insurance (licenses required).
  • Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Answering clients' questions about the purposes and details of financial plans and strategies.


  • Financial services sales experience required.
  • Securities registration (FINRA Series 6 or Series 7 & 65).
  • Must have clean FINRA BrokerCheck.
  • CA Life & Health insurance license.
  • Excellent sales and communication skills.
  • 4-year college degree preferred.

How to Apply

To apply, please email resume to

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2023, Inc.