Retirement Plan Consultant & Advisor

The posting, as Patriot Growth Insurance Services, LLC wrote it

Retirement Plan Consultant & Advisor

The Olson Group | Omaha, NE | Remote | Full-Time

Why This Role Matters

At The Olson Group, we help employers and individuals build stronger financial futures through expert retirement plan consulting and wealth planning services. As a Retirement Plan Consultant & Advisor, you'll combine relationship management, retirement plan expertise, and strategic consulting to help clients navigate complex retirement plan decisions and achieve meaningful outcomes for their organizations and participants.

In this role, you'll serve as the primary relationship manager for a portfolio of retirement plan clients while partnering with advisors, recordkeepers, custodians, and internal teams to deliver exceptional service and guidance. You'll play a key role in plan governance, participant outcomes, vendor management, compliance coordination, and overall client satisfaction while helping drive continued growth and innovation across our retirement practice.

How You'll Make an Impact

• Serve as the primary relationship manager and consultant for an assigned portfolio of retirement plan clients, delivering responsive service and strategic guidance.
• Build and maintain long-term relationships with plan sponsors, fiduciary committees, HR leaders, and key stakeholders.
• Lead annual and quarterly client review meetings focused on plan performance, participant outcomes, fiduciary best practices, and strategic initiatives.
• Coordinate and oversee day-to-day service delivery for 401(k), 403(b), 401(a), 457(b), and 414(h) retirement plans.
• Support clients through plan enhancements, mergers, vendor transitions, fund changes, and other special projects while ensuring a seamless implementation experience.
• Coordinate investment review processes and support fiduciary governance activities in partnership with advisors and investment professionals.
• Provide guidance on retirement plan operations, industry best practices, and regulatory requirements while coordinating with compliance professionals and legal resources when appropriate.
• Deliver participant education meetings, enrollment presentations, and financial wellness programs that improve employee engagement and retirement readiness.
• Collaborate with recordkeepers, third-party administrators, custodians, broker-dealers, and other service providers to support effective plan administration.
• Assist plan sponsors and administrators with operational questions, issue resolution, and service concerns.
• Identify opportunities to enhance client outcomes through additional retirement, wealth management, and employee benefits solutions.
• Support business development efforts through prospect meetings, RFP responses, finalist presentations, and implementation of new client relationships.
• Monitor service standards, client satisfaction, and operational processes while recommending improvements that enhance efficiency and consistency.

Who You Are

• A trusted advisor

[…]
never been about numbers alone, it's about the people behind them.

About The Olson Group

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range
$75,000 — $100,000 USD