Benefits Advisor – 401(k) & Retirement Plans

JH Pierce; Wyoming (OH); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Gym membership reimbursement up to $0.

Opportunities for professional growth

Collaborative, in-person work

Job summary

JH Pierce Wealth Management PC seeks a Benefits Advisor to manage and grow its 401(k) and employer retirement plan division. You will guide startups and conversions, enroll participants, and coordinate with recordkeepers and TPAs with a high level of accuracy in a Wyoming in-person setting.

The role includes ongoing plan administration, compliance oversight, and occasional advanced strategy work, with light financial planning and collaboration with advisors and external partners.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Series 65 license is required or willingness to obtain immediately upon hire.
• Strong attention to detail and comfort with technical plan provisions.
• Highly organized, self-motivated, and accountable.
• Strong written and verbal communication skills.
• Ability to work effectively in a team-based, in-office environment.

Responsibilities

• Guide employer clients through 401(k) plan startups and conversions with recordkeepers, TPAs, payroll providers, and custodians.
• Organize and conduct employee enrollment meetings (in-person and virtual).
• Work directly with plan participants to complete enrollments, contribution elections, and rollovers.
• Provide education on plan features, employer matches, and investment options.
• Ensure enrollment and rollout processes are executed accurately and efficiently.
• Support annual plan compliance testing with third-party administrators.
• Monitor plans for misalignment or inefficiencies and document findings.
• Assist with discretionary match, profit-sharing planning, and advanced strategy support.

Skills

Series 65 license

Strong communication

Highly organized

Attention to detail

Team-based in-office

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Benefits Advisor – 401(k) & Retirement Plans

Location: In-Person | Wyoming Office
Employment Type: Full-Time
Compensation: $55,000-$70,000 base salary (depending on experience)

About JH Pierce Wealth Management PC

JH Pierce Wealth Management PC is an independent advisory firm serving business owners and high-income families, with a strong focus on rural America. We operate under a planning-first, implementation-second philosophy and deliver integrated advice across three core tracks:

Track 2: Business Growth & Exit Planning

Track 3: Employee Benefits & Retirement Plans

We are intentionally building an internal team of specialists who collaborate deeply to deliver clarity, strategy, and execution—not siloed advice.

Position Overview

We are seeking a detail-oriented and technically capable Benefits Advisor to help manage and grow our 401(k) and employer retirement plan division. This role is ideal for someone who enjoys working through the technical and operational details of retirement plans while also supporting employers and their employees with a high level of care and accuracy.

The Benefits Advisor will play a key role in 401(k) plan startups and conversions, participant enrollment and rollovers, ongoing plan oversight, and coordination with plan administrators and third-party providers. This position also includes light financial planning and occasional involvement with advanced plan strategies

This is a full-time, in-person position based in our Wyoming office.

Key Responsibilities

401(k) Implementation & Participant Support

• Guide employer clients through 401(k) plan startups and conversions, coordinating with recordkeepers, TPAs, payroll providers, and custodians
• Organize and conduct employee enrollment meetings (in-person and virtual)
• Work directly with plan participants to:
  • Complete enrollments and contribution elections
  • Facilitate rollovers from prior plans or IRAs
  • Provide education on plan features, employer matches, and investment options
• Ensure enrollment and rollout processes are executed accurately and efficiently

Ongoing Plan Administration & Compliance Oversight

• Serve as a primary point of contact for plan sponsors and plan administrators
• Assist with annual compliance testing in coordination with third-party administrators
• Monitor plans for early indicators of misalignment or inefficiencies, including:
  • Participation or deferral issues
  • At-risk nondiscrimination testing
  • Suboptimal plan design or utilization
• Support ongoing plan documentation, reporting, and client communication

Plan Design & Advanced Strategy Support

• Assist with discretionary match and profit-sharing planning
• Support the analysis and occasional implementation of cash balance plans
• Periodically assist with nonqualified deferred compensation plans and other employee benefit strategies, as needed
• Work closely with advisors, operations staff, and external partners
• Demonstrate strong self-accountability with the ability to execute independently
• Delegate appropriately while maintaining ownership and follow through
• Maintain high standards for accuracy, organization, and technical precision

Qualifications & Experience

Required or Strongly Preferred

• Bachelor's degree in Finance, Business, Economics, or a related field
• Series 65 license, or willingness to obtain it immediately upon hire
• Strong attention to detail and comfort with technical plan provisions
• Highly organized, self-motivated, and accountable
• Strong written and verbal communication skills
• Ability to work effectively in a team based, in-office environment

Preferred (Not Required)

• Experience administering or supporting 401(k) or other qualified retirement plans
• Familiarity with retirement plan compliance and testing concepts
• Experience working with TPAs, recordkeepers, or payroll providers

This Role Is Ideal for Someone Who:

• Is detail driven and technically curious
• Is comfortable working with both plan sponsors and individual participants
• Is proactive, dependable, and organized
• Enjoys balancing client interaction with behind-the-scenes technical work
• Is interested in building long-term expertise in retirement and benefits planning
• Base salary: $55,000-$70,000, depending on experience and qualifications
• 401(k) and profit-sharing plan
• Gym membership reimbursement up to $100 per month
• Opportunities for professional growth within a planning first wealth management firm
• Collaborative, high standards, in-person work environment

Hiring Timeline

We are not in a rush to hire. Our priority is finding the right long-term fit, and this position may remain open until the ideal candidate is identified.