Qualified Plan Specialist: Build 401(k) Plans for Businesses

Freedom Financial Group; Lakeland (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Freedom Financial Group in Central Florida seeks a dedicated retirement plan professional to guide businesses and their employees through 401(k) and other qualified plans. You’ll leverage established credit union relationships to generate warm introductions from day one.

You will design plans, meet business owners, educate participants, and ensure plan compliance, while collaborating with advisors and support staff to deliver tailored service.

Qualifications

• Bachelor’s degree in finance, business, economics or a related field.
• Series 7 required.
• Series 66 preferred (or willingness to obtain).
• Proven experience working with 401(k) plans, qualified retirement plans or corporate benefits.
• Strong communication skills to explain complex retirement concepts simply and clearly.
• Self-motivated with strong relationship-building skills.
• Access to a consistent flow of warm introductions through our established credit union partner network.
• Collaborative team with experienced support.

Responsibilities

• Design, implement and manage 401(k) and other qualified retirement plans for businesses in the Central Florida area
• Meet with business owners to understand their financial goals and employee needs
• Educate plan participants on their investment choices and retirement income strategies
• Monitor plans regularly to ensure they remain compliant with current rules and tax laws
• Collaborate closely with our financial advisors and support staff to deliver exceptional, personalized service
• Partner with credit union branch teams to identify business banking clients who may benefit from qualified plan solutions
• Conduct educational presentations for credit union members and business clients on retirement plan options

Skills

Communication skills

Relationship-building

Self-motivation

Team collaboration

Education

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

Series 7 license

Series 66 preferred

Job description

In this role, you will help local businesses and their employees build strong foundations for their future. We are looking for a dedicated professional to guide clients through retirement plan options and help them pursue their financial dreams. This role leverages our established credit union relationships to connect with business owners and employees who are actively seeking retirement plan solutions, giving you a built-in pipeline and warm introduction environment from day one.

Key Responsibilities

• Design, implement and manage 401(k) and other qualified retirement plans for businesses in the Central Florida area
• Meet with business owners to understand their financial goals and employee needs
• Educate plan participants on their investment choices and retirement income strategies
• Monitor plans regularly to ensure they remain compliant with current rules and tax laws
• Collaborate closely with our financial advisors and support staff to deliver exceptional, personalized service
• Partner with credit union branch teams to identify business banking clients who may benefit from qualified plan solutions
• Conduct educational presentations for credit union members and business clients on retirement plan options

Qualifications

• Bachelor’s degree in finance, business, economics or a related field
• Series 7 required
• Series 66 preferred (or willingness to obtain)
• Proven experience working with 401(k) plans, qualified retirement plans or corporate benefits
• Strong communication skills to explain complex retirement concepts simply and clearly
• Self-motivated with strong relationship-building skills
• Highly competitive compensation structure
• Access to a consistent flow of warm introductions through our established credit union partner network
• Collaborative team with experienced support