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Retirement Plan Consultant at OneDigital - ApplyBlast

Retirement Plan Consultant

OneDigital

3 days ago

3.1 on Glassdoor

Charlotte, North Carolina, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Retirement Plan Consultant manages and grows a book of retirement plan clients while developing expertise and client ownership. This role involves designing and implementing retirement plan structures, building trusted plan sponsor relationships, and communicating the company's value proposition to clients. The position works with internal service teams to deliver an exceptional client experience and drive long-term retention.

Responsibilities

Manage and grow a book of retirement plan clients while developing expertise
Design and implement retirement plan structures and provide fiduciary guidance
Coordinate internal service teams to deliver exceptional client experience

Skills

Qualifications

Series 65Certified Financial Planner® (CFP®)Chartered Financial Analyst® (CFA®)Chartered Investment Counselor (CIC)Chartered Financial Consultant® (ChFC®)

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.