Retirement Plan Consultant - Hybrid (Seattle/Portland)

The Partners Group LLC; Renton (WA); On-site; USD 110,000 - 200,000; Full time

Benefits offered by this job

Paid time off

Medical & Dental Insurance

Life & Disability Insurance

Retirement plan

Employee ownership

Hybrid work schedule

Volunteer time off

Job summary

The Partners Group LLC in Renton, WA is seeking a Consultant to join our Retirement Plan team. You will advise sponsors on governance, investments and plan design, and lead participant education to help improve outcomes for plan participants.

You will build strong client relationships, present recommendations, and collaborate with internal teams to support client needs while expanding the Seattle market presence.

Qualifications

• Active Series 65 license required.
• 3-5 years retirement plan consulting or relationship management experience.
• Strong knowledge of qualified retirement plans and fiduciary principles.
• Excellent presentation and client relationship skills.
• Bachelor's degree in finance, business, economics, or related field.

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

Series 65 license

Retirement consulting

Relationship mgmt

Client presentations

Fiduciary knowledge

Education

Bachelor's degree in finance

Bachelor's degree in business

Tools

Microsoft Office

CRM software

Job description

The Partners Group LLC in Renton, WA is seeking a Consultant to join our Retirement Plan team. You will advise sponsors on governance, investments and plan design, and lead participant education to help improve outcomes for plan participants.

You will build strong client relationships, present recommendations, and collaborate with internal teams to support client needs while expanding the Seattle market presence.