Senior Retirement Plan Consultant | New Business & Education

JKS Financial; Pittsburgh (Allegheny County); Hybrid; USD 80,000 - 150,000; Full time

Job summary

JKS Financial is expanding its retirement plan practice in Pittsburgh, seeking a seasoned sales-and-service professional to own the full lifecycle of 401(k) plans. You will service existing plans, prospect new business, and deliver participant education and advice in a hybrid role combining relationship management with plan design expertise.

The ideal candidate has 7+ years in financial services, FINRA licenses, and strong fiduciary knowledge; strong presentation skills and CRM discipline are

Qualifications

• 7+ years of relevant financial services experience, including 3-5 years specifically in the retirement plan/qualified plan space.
• Active licenses: FINRA Series 7 and Series 63 or 66 (must maintain in good standing).
• Working knowledge of ERISA, fiduciary standards (3(21)/3(38)), and DOL/IRS plan compliance requirements.
• Demonstrated new business development or sales track record.
• Strong presentation skills for both C-suite/plan sponsor and individual participant audiences.
• CRM discipline and ability to manage a multi-stage sales pipeline.

Responsibilities

• Serve as primary relationship contact for existing 401(k)/retirement plan clients, including plan sponsors and plan committees.
• Conduct plan reviews, fee benchmarking, and investment menu due diligence on a recurring cycle.
• Support plan sponsors with fiduciary governance, IPS maintenance, and compliance timelines (Form 5500, ADV, audits).
• Coordinate with recordkeepers, TPAs, and ERISA counsel as needed.
• Prospect and market retirement plan services to businesses in JKS's target market (using referral networks, COIs, existing client relationships, and outbound business development).
• Lead finalist meetings and plan sponsor presentations; manage the RFP/proposal process.
• Build and maintain a pipeline of qualified opportunities with regular reporting to firm leadership.
• Conduct enrollment meetings, one-on-one participant consultations, and group education sessions.
• Provide participant-level guidance on contribution rates, investment allocation, and retirement readiness.
• Identify rollover, wealth management, and cross-servicing opportunities within the participant base where appropriate.

Job description

JKS Financial is expanding its retirement plan practice in Pittsburgh, seeking a seasoned sales-and-service professional to own the full lifecycle of 401(k) plans. You will service existing plans, prospect new business, and deliver participant education and advice in a hybrid role combining relationship management with plan design expertise.

The ideal candidate has 7+ years in financial services, FINRA licenses, and strong fiduciary knowledge; strong presentation skills and CRM discipline are