Retirement Plan Advisor: Build Trusted Client Partnerships

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

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.