Licensed Retirement Plan Advisor — Hybrid Role

Kaizen Lab Inc.; Peachtree Corners (GA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Payentry is seeking a Licensed Retirement Plan Advisor to join our retirement plan benefits team. You will act as the primary consultant for clients, managing the health and compliance of their 401(k) plans and providing one-on-one financial education to employees.

The role balances relationship management, regulatory oversight, and business development. Responsibilities include advising on plan design, design reviews, fiduciary duties, and facilitating employee education sessions, enrollment

Qualifications

• Active Series 65 or 66 licensing is required.
• 2-5 years of retirement plan services or financial advising experience.
• Strong knowledge of ERISA, 401(k) compliance, and fiduciary standards.
• Ability to meet deadlines and work independently.

Responsibilities

• Serve as the plan advisor for clients, advising on plan design, investment selection, and fiduciary responsibilities.
• Be the main contact for plan sponsors to ensure retention and satisfaction.
• Identify growth opportunities for the firm.
• Conduct employee education sessions and enrollment meetings, plus retirement readiness sessions.
• Monitor plan testing, assist with annual filings and CMS disclosures.
• Assist with preparing required reports and with audits.
• Perform other duties as assigned.

Skills

Licensing: Series 65/66

Relationship management

Regulatory compliance

Independent work

Attention to detail

Education

Certifications: PHR, CRPS, AIF

Tools

MS Office

CRM software

Job description

Payentry is seeking a Licensed Retirement Plan Advisor to join our retirement plan benefits team. You will act as the primary consultant for clients, managing the health and compliance of their 401(k) plans and providing one-on-one financial education to employees.

The role balances relationship management, regulatory oversight, and business development. Responsibilities include advising on plan design, design reviews, fiduciary duties, and facilitating employee education sessions, enrollment