Retirement Plan Consultant & Advisor

Patriot Growth Insurance Services, LLC; Omaha (NE); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical and mental health coverage

Competitive salary with comprehensive

401(k) company match

Dental and vision insurance

Employee assistance program

Job summary

The Olson Group in Omaha, NE, seeks an experienced Retirement Plan Consultant & Advisor to manage client relationships, oversee retirement plan services, and guide fiduciary governance. You’ll collaborate with advisors, recordkeepers, and custodians to ensure strong participant outcomes and compliant plan operations.

Responsibilities include leading client reviews, coordinating plan deliveries for multiple plan types, and driving enrollment education while supporting growth through new

Qualifications

• 3+ years of retirement plan consulting or related experience.
• Active Nebraska Life and Health Insurance License or ability to obtain.
• Knowledge of 401(k), 403(b), 401(a), 457(b), and government plans.
• Experience managing client relationships and serving as main contact.
• Understanding fiduciary governance, plan operations, and service models.
• Proficiency with Microsoft Office and CRM platforms, preferably Salesforce.
• Bachelor’s degree in Business, Finance, Economics, or related field.
• Experience with public sector and healthcare retirement plans.

Responsibilities

• Serve as primary relationship manager for retirement plan clients.
• Lead client reviews focused on plan performance and governance.
• Coordinate day-to-day service for multiple retirement plans.
• Support plan enhancements, mergers, and vendor changes.
• Assist with fiduciary governance and compliance coordination.
• Deliver participant education meetings and enrollment sessions.
• Collaborate with recordkeepers, custodians, and advisors.
• Support business development through client meetings and RFPs.
• Monitor service standards and client satisfaction, drive improvements.

Skills

Retirement plan consulting

Client relationship mgmt

Fiduciary governance

CRM platforms

Microsoft Office

Education

Bachelor's degree in Business or Finance

Tools

Salesforce

CRM systems

Job description

Job Description Retirement Plan Consultant & Advisor The Olson Group | Omaha, NE | Remote | Full-Time

Why This Role Matters At The Olson Group, we help employers and individuals build stronger financial futures through expert retirement plan consulting and wealth planning services. As a Retirement Plan Consultant & Advisor, you'll combine relationship management, retirement plan expertise, and strategic consulting to help clients navigate complex retirement plan decisions and achieve meaningful outcomes for their organizations and participants.

In this role, you'll serve as the primary relationship manager for a portfolio of retirement plan clients while partnering with advisors, recordkeepers, custodians, and internal teams to deliver exceptional service and guidance. You'll play a key role in plan governance, participant outcomes, vendor management, compliance coordination, and overall client satisfaction while helping drive continued growth and innovation across our retirement practice.

• Serve as the primary relationship manager and consultant for an assigned portfolio of retirement plan clients, delivering responsive service and strategic guidance.
• Lead annual and quarterly client review meetings focused on plan performance, participant outcomes, fiduciary best practices, and strategic initiatives.
• Coordinate and oversee day-to-day service delivery for 401(k), 403(b), 401(a), 457(b), and 414(h) retirement plans.
• Support clients through plan enhancements, mergers, vendor transitions, fund changes, and other special projects while ensuring a seamless implementation experience.
• Coordinate investment review processes and support fiduciary governance activities in partnership with advisors and investment professionals.
• Provide guidance on retirement plan operations, industry best practices, and regulatory requirements while coordinating with compliance professionals and legal resources when appropriate.
• Deliver participant education meetings, enrollment presentations, and financial wellness programs that improve employee engagement and retirement readiness.
• Collaborate with recordkeepers, third-party administrators, custodians, broker-dealers, and other service providers to support effective plan administration.
• Assist plan sponsors and administrators with operational questions, issue resolution, and service concerns.
• Identify opportunities to enhance client outcomes through additional retirement, wealth management, and employee benefits solutions.
• Support business development efforts through prospect meetings, RFP responses, finalist presentations, and implementation of new client relationships.
• Monitor service standards, client satisfaction, and operational processes while recommending improvements that enhance efficiency and consistency.
• A trusted advisor who enjoys building meaningful relationships and becoming a valued resource to clients.
• Comfortable leading client discussions and presenting retirement plan concepts to executives, fiduciary committees, and employees.

• 3+ years of retirement plan consulting, retirement plan advisory, recordkeeping, TPA, or retirement services experience.
• Active Nebraska Life and Health Insurance License or the ability to obtain upon hire.
• Strong working knowledge of qualified retirement plans, including 401(k), 403(b), 401(a), 457(b), and governmental retirement plans.
• Experience managing client relationships and serving as a primary point of contact for retirement plan sponsors.
• Strong understanding of fiduciary governance, plan operations, and retirement plan service models.
• Proficiency with Microsoft Office Suite and CRM platforms, preferably Salesforce.
• Bachelor's degree in Business, Finance, Economics, or a related field.
• Experience supporting public sector and healthcare retirement plans.
• Familiarity with major retirement plan providers, custodians, and recordkeepers.
• Experience supporting both retirement plan and wealth management clients.
• Demonstrated success implementing process improvements and service enhancements.

• they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support
• We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. For more information, read through our EEO and DE&I Policy located on our website at

There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; personalized time off and company paid holidays.