Job ID: AS409325922
Location: Carrollton, TX
Category: Office & Professional
Employment Type: Permanent
Date Added: 09/28/2026
Retirement Counselor | Mid-Senior Level (seeking various experience levels) | $80,000-$240,000 DOE + bonus | M-F 8:00-5:00 | On-site + travel | Direct Hire
What Matters Most
- Competitive Pay of $80,000-$240,000 (DOE) + bonus
- Schedule: M-F 8:00 AM-5:00 PM
- Location: Carrollton, TX 75007 (travel 40%)
- Direct Hire opportunity with career growth and stability
Job Description
We are seeking a Retirement Counselor to manage and strengthen long-term relationships with retirement plan sponsor clients. This role combines client service, retirement plan consulting, governance support, and coordination with recordkeepers and TPAs, with approximately 40% travel to meet with clients and plan participants.
Responsibilities:
- Manage long-term relationships with retirement plan sponsor clients.
- Serve as the primary point of contact, ensuring client satisfaction and retention.
- Support retirement plan design, governance, and compliance initiatives.
- Consult with clients on investment objectives and assist with Investment Policy Statement (IPS) updates.
- Coordinate with recordkeepers, TPAs, and other service providers.
- Oversee plan amendments, installations, asset transfers, and investment lineup changes.
- Develop and deliver participant education and enrollment programs.
- Provide ongoing support for annual retirement plan administration requirements.
- Communicate market updates, investment strategies, and plan-related changes to clients.
- Deliver fee benchmarking and other information supporting plan sponsor fiduciary responsibilities.
- Collaborate with internal teams and external providers to ensure effective plan servicing.
- Travel approximately 40% to meet with clients and plan participants.
- Maintain strict boundaries around investment advice and recommendations.
Qualifications and Requirements:
- Bachelor’s degree or equivalent combination of education and experience.
- 2+ years of experience in asset management, retirement services, financial services, or client service preferred.
- Strong knowledge of securities, financial markets, and retirement plans.
- Excellent verbal and written communication skills.
- Strong client-service and relationship-management skills.
- Ability to work with complex, sensitive, and high-profile client relationships.
- Strong analytical, problem-solving, and critical-thinking skills.
- High attention to detail with strong organizational and time-management abilities.
- Ability to prioritize multiple tasks and adapt in a fast-paced environment.
- Proficiency with Microsoft Office Suite.
- Ability to travel approximately 40% of the time for client and participant meetings.
- Ability to obtain required securities licenses/registrations or currently hold the applicable licenses or designation.
- Must understand and maintain the role’s restrictions regarding providing investment advice or recommendations.
Benefits and Perks:
- Competitive Compensation: $80,000–$240,000 DOE + bonus
- Health Coverage: Medical, dental, and vision insurance with company-paid premiums
- Retirement Plan: Employer match on employee contributions, subject to plan and IRS limits
- Paid Insurance: Company-sponsored life, AD&D, short-term disability, and long-term disability coverage
- Employee Assistance Program: Confidential counseling and wellness resources
- Healthcare Concierge: Personalized support for navigating healthcare benefits
- Employee Discounts: Access to exclusive discounts on various products and services
- Professional Growth: Supportive environment with opportunities for development and advancement
- Work-Life Balance: Monday–Friday schedule with a collaborative, professional workplace
Your New Organization:
A privately held financial services firm focused on retirement planning and long-term wealth strategies. The company provides personalized financial guidance to help clients manage and grow their retirement assets, combining market expertise with tailored planning solutions.
Your Career Partner:
The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.
The base pay range for this position is $80,000-$240,000, excluding benefits, bonuses, or other compensation. Your final compensation will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future growth.
