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

Featured Jobs

Quality Assurance Manager

Bates & Company
(Remote / Winter Park FL)

Bates & Company logo

Retirement Plan Relationship Manager

ERISA Services, Inc.

ERISA Services, Inc. logo


Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Defined Benefit Calculation Specialist/Actuary

The Angell Pension Group, Inc.
(Remote / East Providence RI)

The Angell Pension Group, Inc. logo

DB/DC Plan Administrator

Benefit Associates, Inc.
(Remote / Huntington Beach CA / NY)

Benefit Associates, Inc. logo

DPS Retirement Plan Consultant

EPIC Retirement Plan Services

EPIC Retirement Plan Services logo

Retirement Plan Administrator

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

Nicholas Pension Consultants logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / NH)

Compass Retirement Consulting Group, Inc. logo

Client Service Manager

United 401(k) Plans, Inc.

United 401(k) Plans, Inc. logo

Retirement Plan Legal Specialist

(Remote / West Harrison NY)

Pentegra logo

Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Retirement Plan Consultant

Carpenter Morse Group

Carpenter Morse Group logo

401(k) Distribution Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Executive Compensation Lawyer

Trucker Huss, A Professional Corporation
(Remote / San Francisco CA)

Trucker Huss, A Professional Corporation logo

Enrolled Actuary

Prime Pensions, Inc.

Prime Pensions, 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

Retirement Plan Specialist

Strategic Wealth Design

in Las Vegas NV

Logo for Strategic Wealth Design

Strategic Wealth Design is a full-service financial firm located in Las Vegas, NV. We were founded for one purpose: To enrich the lives of people we touch by helping them create financial freedom and security. Just as we plan for our clients as if they are our family, we also consider our team like a family. We are a small firm on a solid growth trajectory looking for a Retirement Plan Specialist to join our team.

If you've been looking for a position where you are treated with respect, can have a direct influence on processes and procedures, are encouraged to improve yourself personally and professionally, and aren't "just a number," this is it.

Job Summary

The Retirement Plans Specialist will have the responsibility for servicing the firm’s retirement plan clients and work in a team-based environment to maintain strong relationships with the firm’s clients and vendors.


  • Flexible work schedule and partial remote working opportunities available after the training period
  • PTO, paid holidays, and floating holidays
  • Dental and Vision

Essential Duties and Responsibilities

  • Consult with the firm’s retirement plan clients on a quarterly, semi-annual, or annual basis.
  • Conduct employee education sessions on retirement plans and a variety of financial wellness topics.
  • Field questions from employees and communicate effectively to answer their questions.
  • Provide support during the sales process for new retirement plan clients.
  • Assist in onboarding new clients to the firm.
  • Introduce participants to the Wealth Management Division for other services offered by the firm.
  • Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients.
  • Research suggested solutions to support recommendations.
  • Promote the organization by developing relationships within the industry and community.
  • Ensure all business conducted complies with the laws and regulations set forth as well as ensure policies/procedures are followed in a responsible manner.
  • Participate in ongoing professional development to meet requirements and personal development goals.


  • Bachelor’s degree from a four-year college or university preferred
  • Customer Service experience required
  • 1-3 years of retirement plan experience required

Certificates and Licenses

  • Series 65 license required. However, a strong candidate with the ability to obtain the required license within 90 days will be considered.

Must be legally authorized to work in the United States

How to Apply

If you're interested in learning more about the position and being a part of our team, please send your resume and any salary requirements to Laura Ogle at

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2023, Inc.