Demo

Retirement Plan Advisor

CPS, Inc.
Miami, FL Full Time
POSTED ON 2/16/2025 CLOSED ON 4/3/2025

What are the responsibilities and job description for the Retirement Plan Advisor position at CPS, Inc.?

RETIREMENT PLAN ADVISOR

$90,000 - $150,000

Experience: 3 years in Retirement Services industry (specifically with Institutional Retirement Plans)

Licensing: FINRA Series 6, 7, 65, or 66 preferred

Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent

We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.

Responsibilities:

  • Sell consulting and fiduciary services in the retirement space
  • Provide expert advice on plan governance
  • Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
  • Collaborate with clients to understand their unique needs and objectives
  • Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business

If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.

RETIREMENT PLAN ADVISOR

$90,000 - $150,000

Qualifications:

  • 3 years of Institutional Retirement Plan sales experience, ideally out of an Advisory firm
  • FINRA Series 6, 7, 65, or 66 licensing preferred
  • Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
  • Proven track record in B2B sales within the retirement space
  • Strong communication and interpersonal skills
  • Desire to win!

5 years or greater

Salary : $90,000 - $150,000

Medical Director - Sunshine State Health Plan
Sunshine State Health Plan -
Miami, FL
City Manager - Miami, USA
Resident Advisor -
Miami, FL
East Ridge Retirement Village is hiring: Marketing Assistant in Miami
East Ridge Retirement Village -
Miami, FL

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Retirement Plan Advisor?

Sign up to receive alerts about other jobs on the Retirement Plan Advisor career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$57,138 - $86,024
Income Estimation: 
$70,269 - $88,771
Income Estimation: 
$81,491 - $99,340
Income Estimation: 
$118,463 - $170,220
Income Estimation: 
$57,138 - $86,024
Income Estimation: 
$70,269 - $88,771
Income Estimation: 
$81,491 - $99,340
Income Estimation: 
$118,463 - $170,220
Income Estimation: 
$34,805 - $44,238
Income Estimation: 
$40,601 - $49,924
Income Estimation: 
$40,601 - $49,924
Income Estimation: 
$47,332 - $58,192
Income Estimation: 
$81,491 - $99,340
Income Estimation: 
$70,269 - $88,771
Income Estimation: 
$118,463 - $170,220

Sign up to receive alerts about other jobs with skills like those required for the Retirement Plan Advisor.

Click the checkbox next to the jobs that you are interested in.

  • Customer Acquisition Skill

    • Income Estimation: $130,047 - $185,550
    • Income Estimation: $128,941 - $243,604
  • Outside Sales Skill

    • Income Estimation: $104,760 - $147,943
    • Income Estimation: $113,552 - $174,246
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at CPS, Inc.

CPS, Inc.
Hired Organization Address Minneapolis, MN Full Time
This position is fully remote.We’re seeking someone who has a strong background with qualified retirement plans. Hands o...
CPS, Inc.
Hired Organization Address Arvada, CO Full Time
Research and Development ManagerWe are currently looking for a Research & Development Manager. Research Development Mana...
CPS, Inc.
Hired Organization Address Newark, NJ Full Time
Job Description Media Planner, NY, New York (hybrid option) Growing global media agency in NYC is seeking a talented Med...
CPS, Inc.
Hired Organization Address New York, NY Full Time
Title : Associate Media DirectorLocation : NY / hybridSalary : Depends on experience. Up to 120K.Associate Media Directo...

Not the job you're looking for? Here are some other Retirement Plan Advisor jobs in the Miami, FL area that may be a better fit.

Retirement Plan Consultant - Miami, FL

The Variable Annuity Life Insurance Company, Miami, FL

AI Assistant is available now!

Feel free to start your new journey!