Jobs at Retirement Ranch

This role serves as a Retirement Plan Coordinator or Consultant within Gatewood Wealth Solutions' Retirement Plan Consulting Team, supporting advisors and the investment committee in designing and protecting client retirement futures. Key responsibilities include delivering fiduciary oversight, managing plan governance, preparing for client meetings, and utilizing data tools to generate performance insights. The position also involves ensuring ERISA compliance, coordinating logistics, and contributing to business development initiatives. The opportunity is appealing due to its structured growth path for both early-career and experienced professionals, offering mentorship, firm-sponsored licensing, and education reimbursement. The firm fosters a collaborative culture focused on continuous learning and process excellence, with flexible part-time remote work options and comprehensive support including fully paid health insurance and generous parental leave.

This remote Retirement Plan Consultant II role at Corebridge Financial supports financial professionals and institutions serving healthcare, education, and government sectors. The position involves conducting in-person and virtual presentations to educate plan sponsors and employees about retirement savings features, while actively participating in benefit fairs and annual plan reviews to drive asset growth. Key duties include collaborating with relationship managers on targeted education campaigns and traveling up to 25% of the time for new plan enrollments. The role appeals to candidates seeking a mission-driven environment that prioritizes work-life balance, offering comprehensive benefits including immediate health coverage, a generous 401(k) match, and paid volunteer time. The company fosters a collaborative culture focused on innovation and inclusivity, providing all necessary tools and licensing support to help consultants succeed.

This Retirement Specialist role at Business Management Associates supports federal human capital operations by managing complex benefit programs and retirement calculations. The position involves processing enrollment forms, preparing retirement estimates for FERS and CSRS systems, and conducting information sessions on early out options like VERA and VSIP. Key responsibilities include gathering program documents, utilizing federal personnel systems such as eOPF and FPPS, and ensuring all actions comply with government regulations. The role appeals to candidates with extensive federal benefits expertise who value a mission-driven environment focused on integrating people and process. BMA fosters a culture of mutual respect and diversity, offering a stable position for professionals dedicated to serving federal employees with precision and care.

The Insurance Retirement Specialist role at Freedom Insurance Group involves guiding clients through retirement planning within a client-centric team. Key responsibilities include conducting comprehensive financial needs analyses, recommending tailored insurance and retirement products, and ensuring seamless implementation with ongoing client support. The position appeals to professionals seeking career ownership and growth, offering access to over 220 carriers, structured training, and a proven playbook for consistent results. The company fosters a collaborative environment with national endorsements and opportunities for personal development, allowing specialists to build their own client base while working alongside industry experts.

The Retirement Plan Consultant role at Corebridge Financial provides objective guidance to plan sponsors and employees within the healthcare, education, and government sectors. Based remotely in Augusta, Maine, the position involves conducting in-person and virtual presentations to educate participants on retirement plan features, leading enrollment meetings, and supporting annual plan reviews. Key responsibilities include collaborating with relationship managers to drive participation rates and attending benefit fairs. The role offers a supportive culture focused on work-life balance, comprehensive benefits including immediate health coverage and a 401(k) match, and professional development resources such as paid licensing and continuing education. While primarily remote, the position may require up to 25% travel within the territory to facilitate new plan enrollments and client meetings.

This entry-level role serves as a paid training program designed to prepare candidates for a career as a Financial Advisor within Corebridge Financial's Retirement Specialist team. The position focuses on obtaining essential industry licenses, including the SIE, Series 7, and 66, within the first 120 days through comprehensive study materials and exam sponsorship. Upon certification, the individual transitions to the Inbound Participant Support team to assist clients with retirement planning strategies and account management. The role offers a clear career path toward managing a book of business and developing long-term client relationships. Based in Houston with a hybrid work arrangement, the position emphasizes a collaborative culture, professional growth, and a supportive environment that prioritizes work-life balance and employee well-being.

The Retirement Services Primary Team Leader role involves managing a crew within the Financial Services industry to ensure high-quality client support and operational excellence. Key responsibilities include hiring and supervising staff, coaching team members on complex client scenarios, and monitoring service levels to maintain strong client relationships. The position requires developing deep knowledge of financial products and regulatory issues while collaborating with internal partners to resolve escalated matters. This opportunity is appealing due to Vanguard's mission-driven culture focused on long-term client financial wellbeing and its hybrid working model that balances flexibility with in-person collaboration. The role offers a chance to lead a team in an environment that values continuous learning and professional development.

This full-time Retirement Plan Consultant role is based in Atlanta with remote work flexibility and up to 25% travel. The position focuses on providing objective guidance to plan sponsors and employees within the healthcare, education, and non-profit sectors. Key responsibilities include conducting in-person and virtual presentations to educate participants, managing benefit fairs and new employee orientations, and supporting targeted campaigns to increase retirement plan participation. The role appeals to candidates seeking a mission-driven environment where they can help improve financial security for diverse communities. The company fosters a collaborative culture that values innovation and inclusivity, offering comprehensive support through provided technology, licensing fees, and a robust benefits package designed to promote work-life balance and professional growth.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to ensure timely reporting and educating them on plan administration. The role appeals to those seeking professional growth through accelerated training and a clear path to becoming a Retirement Plan Administrator. It offers a flexible work-from-home environment, a culture of shared ownership as the company transitions to an ESOP, and opportunities for career advancement within a supportive, inclusive team.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a culture that values ownership, adaptability, and continuous learning. Employees benefit from comprehensive training, a clear path for promotion, and a supportive environment that emphasizes work-life balance and inclusive collaboration.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a culture that values ownership, adaptability, and continuous learning. Employees benefit from comprehensive training, a supportive environment with significant promotion opportunities, and a flexible work arrangement that allows them to operate from a designated home office.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities include communicating progress to clients, educating them on plan administration, and ensuring compliance with IRS and DOL regulations. The role is appealing due to the company's strong culture of ownership as it transitions to an ESOP structure, offering significant career growth with over 20% of staff promoted in recent years. Employees benefit from comprehensive training, flexible work arrangements, and a supportive environment that values adaptability and connection.

This fully remote Retirement Plan Operations Specialist role supports a team dedicated to empowering entrepreneurs by administering 401(k) plans. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a company transitioning to an Employee Stock Ownership Plan, offering a culture of shared accountability and ownership. Employees benefit from comprehensive training, a supportive environment focused on career advancement, and the flexibility to work from a designated home office.

This Vice President role within J.P. Morgan Asset Management's Multi-Asset Solutions team focuses on developing retirement insights for corporate and public retirement plans. The position involves analyzing proprietary data to identify behavioral trends, serving as a technical expert on retirement planning vehicles, and translating complex research into actionable strategies for financial professionals. Key responsibilities include creating white papers, delivering presentations at industry events, and collaborating with client advisor teams globally. The role appeals to candidates passionate about retirement research and thought leadership, offering a fast-paced environment with significant travel opportunities to engage diverse audiences. It provides a platform to influence retirement outcomes while working alongside a large group of investment professionals managing substantial global assets.

The Retirement Living Server role supports the dining services team at Masonic Villages, an organization dedicated to enhancing the quality of life for residents. The position involves setting dining rooms, serving meals courteously, and maintaining a clean, safe, and sanitary environment in accordance with food safety regulations. Key responsibilities include reporting safety concerns, managing table layouts, and handling food preparation and storage with care. This full-time or part-time opportunity is appealing due to a strong internal growth culture where over half of leadership roles are filled from within, alongside benefits like flexible scheduling, paid holidays, and access to on-site amenities. The role operates on a hybrid day and evening shift schedule.

This Retirement Specialist role at Business Management Associates supports federal human capital operations by managing complex benefit programs and retirement transactions. The position involves processing enrollment forms, conducting retirement calculations for FERS and CSRS systems, and administering early out initiatives like VERA and VSIP. Key responsibilities include gathering program documents, providing data on retirement annuities, and leading group information sessions for employees. The role appeals to candidates with deep expertise in federal benefits regulations and a desire to work within a culture that prioritizes mutual respect, diversity, and the integration of people and process. The position requires a background check and HSPD-12 clearance, with a preference for those holding a master's degree.

The Retirement Management Consultant role at Accenture Consulting focuses on driving digital transformation and operating model changes within the financial services sector. Key responsibilities include designing business solutions that optimize people and processes, managing complex client projects with heavy engagement, and synthesizing technology needs to deliver high-impact initiatives. This position appeals to leaders seeking to future-proof their careers through extensive training, mentorship opportunities, and access to a global ecosystem of experts. The role emphasizes a collaborative culture rooted in inclusion and diversity, offering professionals the chance to solve real-world challenges while working with world-class teams to shape the future of consulting.

The Retirement Client Advisor role is based in the Dallas-Fort Worth metroplex and focuses on managing a portfolio of retirement plan clients while generating new business opportunities. Key responsibilities include serving as the primary point of contact for clients, conducting regular investment reviews, and providing expert consultation on plan design, regulatory compliance, and market conditions. The position requires partnering with internal investment teams to communicate strategy and developing participant education programs. This opportunity appeals to professionals seeking a collaborative culture that values community involvement and long-term career growth. The role offers the chance to build lasting client relationships within a supportive environment that encourages multiple career paths and professional development.

The Retirement Client Advisor role is based in the Dallas-Fort Worth metroplex and focuses on managing a portfolio of retirement plan clients while generating new business opportunities. Key responsibilities include serving as the primary contact for clients, conducting regular investment reviews, and providing expert consultation on plan design, regulatory compliance, and market conditions. The position requires partnering with internal research teams to develop effective investment strategies and delivering participant education programs. This opportunity appeals to professionals seeking a collaborative culture that values community involvement and long-term career growth within a financial services firm. The role offers a dynamic environment where advisors can build lasting relationships and leverage their expertise in retirement planning to support client success.

This role serves as a Retirement Planning Specialist within the Council Bluffs office, supporting clients through the retirement planning process under the guidance of American Senior Benefits. The position involves meeting with individuals to assess their financial concerns, explaining available benefits and investment options, and recommending tailored solutions from a diverse portfolio using proprietary software. Key responsibilities include educating clients on potential risks, maintaining detailed records for client safety, and nurturing long-term relationships to accommodate life changes. The opportunity is appealing for its comprehensive training program, emphasis on holistic life and wealth planning, and a supportive team environment that values empathy and continuous learning. The role is based in Council Bluffs with a focus on building a career in financial services.

The Group Retirement Request for Proposal Writer role supports Equitable's business development team by crafting compliant and persuasive responses to RFPs and due diligence requests for group retirement products. Key responsibilities include collaborating with subject matter experts across legal, operations, and marketing departments to gather information, writing clear and customized content, and managing multiple concurrent deadlines in a fast-paced environment. The position appeals to candidates seeking a purpose-driven career within a culture that values continuous improvement, internal mobility, and flexible work arrangements, including fully remote or hybrid options depending on location.

The Compensation & Retirement Analyst role within the Corporate team supports the organization's mission by ensuring fair and competitive employee rewards. Key responsibilities include conducting market pricing and job leveling, maintaining salary structures, and administering annual compensation cycles. The position also involves managing retirement programs, including pension and 403(b) plans, ensuring regulatory compliance with ERISA, and coordinating with auditors for annual reporting. This position offers the appeal of working in a collaborative environment where administrative excellence directly impacts the employee experience. The role requires a bachelor's degree and experience in compensation analysis, with opportunities to utilize HRIS systems and engage in strategic benefits planning.