Consultant, Retirement

The Partners Group; Seattle (WA); Hybrid; USD 110,000 - 200,000; Full time

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

Retirement plan

Employee ownership opportunities

Hybrid work schedule

Job summary

The Partners Group in Renton, WA is looking for a Retirement Plan Consultant who will serve as a trusted advisor to retirement plan clients, guiding governance, fiduciary oversight, and long-term retirement strategy. You will educate participants and strengthen relationships to drive client success.

The role emphasizes relationship management, strategic consulting, and client education, with a hybrid in-office schedule and opportunities to grow within a large regional firm.

Qualifications

• Active Series 65 license required.
• 3-5 years retirement plan consulting, sales, or relationship management experience.
• Strong knowledge of qualified retirement plans and fiduciary principles.
• Exceptional presentation, communication, and client relationship skills.
• Proven commitment to delivering an outstanding client experience.

Responsibilities

• Advise retirement plan sponsors on governance, investments, and plan design.
• Build trusted relationships with retirement plan clients and committees.
• Lead participant education and retirement planning discussions.
• Collaborate with internal service teams to support client needs.
• Review investment data and present actionable recommendations.
• Develop new relationships within the Seattle retirement plan market.

Skills

Active Series 65 license

Relationship management

Client service

Presentation skills

Communication skills

Education

Bachelor's degree in finance, business, economics, or related field

Tools

Microsoft Office

Job description

Description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

Job Type

Full-time

Description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

The Partners Group currently has an outstanding opportunity for a retirement plan consulting and client relationship management professional to join our Retirement Plan team as a Consultant in Renton, WA.

How You Will Make An Impact At TPG

As a Consultant with the Retirement team, you will be responsible for retirement plan business development and exceptional customer service. You will serve as a trusted advisor to retirement plan clients, helping organizations navigate plan governance, fiduciary responsibilities, investment oversight, and long-term retirement strategy. You'll work closely with plan committees and stakeholders to provide guidance that supports sound decision-making, strong participant outcomes, and a high level of client service. By building and strengthening client relationships, you'll help ensure clients receive proactive, strategic support while contributing to the continued growth and success of TPG's Retirement Planning practice. You'll also play an important role in participant education and engagement, helping individuals better understand and maximize their retirement benefits.

This role is well suited for someone who enjoys balancing relationship management, strategic consulting, and client education. The ideal candidate is a proactive team player who brings a positive attitude, communicates confidently with a variety of audiences, and genuinely enjoys helping clients achieve their retirement plan goals.

A typical day in this role

• Advise retirement plan sponsors on governance, investments, and plan design
• Build trusted relationships with retirement plan clients and committees
• Lead participant education and retirement planning discussions
• Collaborate with internal service teams to support client needs
• Review investment data and present actionable recommendations
• Develop new relationships within the Seattle retirement plan market

Key details

Title: Consultant

Location: Renton, WA preferred (in-office with hybrid remote opportunities). Open to Portland, OR as well.

Hours: 40 hours/week, Mon-Fri

Salary Range: $110,000 - $200,000 annually (DOE)

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal; local with periodic overnight travel

Requirements

What you’ll bring to the table

• Active Series 65 license
• 3-5 years of retirement plan consulting, sales, or relationship management experience
• Strong knowledge of qualified retirement plans and fiduciary principles
• Exceptional presentation, communication, and client relationship skills
• Proven commitment to delivering an outstanding client experience
• Proficiency with Microsoft Office and business technology tools.

What Will Make You Really Stand Out

• Series 6 or Series 7 license
• CPFA and/or AIF designation
• Experience delivering participant education and guidance
• Bachelor's degree in finance, business, economics, or a related field
• Knowledge of retirement plan investments and investment analysis

Why join The Partners Group?

At TPG, You’ll Be Part Of One Of The Largest Independently Owned Insurance Brokerages In The Pacific Northwest Where Collaboration, Integrity, And a Client-first Mindset Guide Everything That We Do. We Foster a Supportive, Professional Environment That Values Expertise, Teamwork, And Long-term Growth - And We Invest In Our People So They Can Do Their Best Work. This Includes

• A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities
• Ongoing support & development, including Continuing Education and encouragement toward professional designations
• A hybrid work schedule that supports flexibility while maintaining strong team connection
• Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.