In-Person 401(k) Benefits Advisor

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

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.