Retirement Plan Consultant

5 days ago


Virginia Beach, Virginia, United States Alera Group Full time

Are you passionate about helping others secure their financial future? If so, we invite you to consider a career as a Retirement Plan Consultant with Alera Group.

A typical day in this role would involve collaborating with our retirement plan advisors to provide exceptional service to our clients. You would be responsible for facilitating the smooth onboarding of new clients, ensuring they feel welcomed and supported from day one.

In addition to these duties, you would also help manage and track our team's open projects and client follow-ups, ensuring everything is completed on time and to the highest standard. Your research and analysis skills would be essential in developing analyses to support client recommendations and deliverables.

As a key point of contact for client support, you would serve as a friendly and reliable face for our clients, addressing their needs promptly and professionally. You would also collaborate with our vendor partners to ensure seamless communication and project execution.

We offer a competitive salary of $63,000 - $80,000 per year, depending on experience, plus a range of benefits including medical, dental, life and disability insurance, 401(k), and generous paid time off.

Alera Group is an equal opportunity employer, committed to diversity and inclusion in the workplace. We are dedicated to creating a collaborative culture that values innovation, teamwork, and client satisfaction.

If you're excited about the opportunity to make a meaningful impact on the financial well-being of our clients and their employees, we encourage you to apply for this rewarding role. With a growth mindset and a passion for learning, you'll thrive in our dynamic and supportive environment.



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