Entry-Level Retirement Plan Specialist — Path to Consultant

Higginbotham; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

Higginbotham is seeking an entry-level Retirement Plan Specialist to support our Retirement Plan Consulting Team in client services, new business development and operations. This role offers a path from recent college graduate to a Retirement Plan Consultant, with broad exposure to ERISA, investments and plan design.

The position emphasizes collaboration with advisors, data management, and preparing client-focused communications across fiduciary and compliance areas.

Qualifications

• Bachelor’s degree in finance, accounting, economics or a related field.
• 3-5 years of professional experience; recent college graduates encouraged to apply.
• Strong writing, formatting and organizational skills with high attention to detail.
• Able to identify, own, and solve problems.
• Motivated to build a long-term career.

Responsibilities

• Support advisors serving plan sponsor clients with investments, ERISA compliance, plan design and service provider management.
• Attend client meetings to gain experience managing future client relationships.
• Maintain client data to ensure plan details, pipeline and task lists remain up to date.
• Assist with routine plan servicing and follow-up tasks.
• Coordinate with advisors and plan sponsor clients to facilitate group education meetings and one-on-one participant meetings.
• Prepare fiduciary review presentations, participant education decks and other communications.
• Review and format meeting minutes for advisor approval and client delivery.
• Schedule client meetings and coordinate advisor and client calendars.
• Pull plan data from recordkeepers to support client review discussions.
• Triage plan sponsor inquiries and coordinate resolution with the appropriate resource.
• Learn processes in investment analysis, invoicing and revenue collection, and CRM system management.

Skills

Leadership

Analyze and solve problems

Attention to detail

Communication skills

Timely task completion

Team collaboration

Client focus

Dependability

Creative thinking

Organizational skills

Adaptability

Education

Bachelor’s degree in finance, accounting, economics or related field

Tools

Microsoft Office Suite

Applied Epic

Job description

Higginbotham is seeking an entry-level Retirement Plan Specialist to support our Retirement Plan Consulting Team in client services, new business development and operations. This role offers a path from recent college graduate to a Retirement Plan Consultant, with broad exposure to ERISA, investments and plan design.

The position emphasizes collaboration with advisors, data management, and preparing client-focused communications across fiduciary and compliance areas.