What are the responsibilities and job description for the Retirement Plan Consultant position at SageView Advisory Group?
As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.
If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.
Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $235 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).
Join Our Team as a Retirement Plan Consultant!
Location: Newport Beach, CA
Job Type: Full-time
Department: Institutional Retirement
Travel Required: 5–20%
Are you a seasoned professional in the retirement plan industry looking to take your career to the next level? We are seeking a dynamic Retirement Plan Consultant to play a pivotal role in delivering high-level service to plan sponsors and participants. If you have a passion for building strong client relationships, managing complex projects, and providing expert insights on retirement plans, this opportunity is for you!
What You’ll Do:
Serve as the primary contact for clients, developing and managing strong relationships.
Assess client needs and implement tailored service strategies.
Oversee client service projects such as benchmarking studies, vendor RFIs/RFPs, recordkeeping transitions, and investment reviews.
Identify, track, and resolve plan or vendor-related issues.
Develop participant communication strategies aligned with client objectives and compliance regulations.
Assist in preparing client reports, governance documents, meeting agendas, and minutes.
Stay updated on retirement plan industry trends, including legislative and regulatory developments.
Seek opportunities to engage with prospective clients and deliver compelling sales presentations.
Build relationships with industry professionals and potential referral sources.
\nWhat You’ll Bring:
Education: Bachelor’s degree preferred in Finance, Business, Accounting, Marketing, or a related field.
Licensing: Series 65 or 66 preferred, or willingness to obtain.
Experience: 5–10 years in the institutional retirement or retirement recordkeeping industry.
Industry Knowledge: Strong understanding of retirement plan regulations, best practices, and fiduciary responsibilities.
Tech Skills: Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel); experience with Monday.com or similar CRM/project management tools.
Soft Skills: Highly organized with the ability to multitask, manage shifting deadlines, and effectively convey the value of our services to clients.
Networking: Familiarity with key industry service providers (recordkeepers, TPAs, attorneys, auditors, and advisors) and a strong ability to build professional relationships.
Why Join Us?
Collaborative Environment: Work alongside industry experts in a dynamic and supportive team setting.
Career Growth: Advance your skills and career in a fast-evolving retirement plan landscape.
Meaningful Impact: Help organizations meet their fiduciary responsibilities while enhancing the retirement outcomes of their employees.
If you’re a proactive, client-focused professional with a strong background in retirement plans, we’d love to hear from you. Apply today and join a team that values expertise, collaboration, and innovation.
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SageView's Comprehensive Benefits: Supporting Your Professional and Personal Well-Being
At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.
Health Plans:
Three medical plan options — one includes free medical & dental coverage for employees (dependent coverage at a cost)
Additional paid plans available for medical and dental coverage
Vision plans available
Health Savings Accounts (HSAs)
Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)
Core Benefits (at no cost to employees):
Life Insurance and AD&D coverage
Short- and Long-Term Disability Insurance
Employee Assistance Program (EAP) for mental health, legal, and financial counseling
Caregiving support through Cariloop
Retirement Savings:
401(k) plan with employer matching contributions
Additional Perks:
Numerous paid holidays and a generous time off policy
Access to discounts through the BenefitHub marketplace
Pet insurance at discounted group rates
At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.
