Strategic 401(k) Plan Sales Consultant for Advisors
CPS, Inc.
A financial services firm is seeking a candidate in Minneapolis who can effectively sell startup and takeover plans through strong relationships with COIs like advisors, attorneys, and CPAs. Responsibilities include enhancing relationships, providing plan design expertise, and ensuring compliance. The ideal candidate has a proven history in building relationships and knowledge of ERISA compliance. Strong communication and sales skills are essential for success in this role. #J-18808-Ljbffr CPS, Inc.
- ...leading professional services advisor to middle-market businesses... ...while CBIZ provides business consulting, tax and financial services.... ...and results-driven Retirement Plan Sales Consultant to join our team.... ...retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB...Suggested
$62.7k - $78.2k
Consulting Associate, Strategic Communications Environmental Resources Management Hybrid · Minneapolis, MN... ...maintenance, report preparation, travel planning, conference call support, and vendor... ..., life, disability, AD&D insurance, 401(k) or RRSP/DPSP, and other applicable...SuggestedFixed term contractCasual workInternshipWork at officeLocal areaFlexible hours- ...together our capabilities across strategy, consulting, technology, operations, Song and... ...consultant to drive project execution across Planning transformation work within our Supply... ...life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid...SuggestedFull timeWork experience placementLive inWork at officeLocal area
- Key Experience Proven history in developing strong relationships with COI (advisors, attorneys, CPA’s). Knowledge of daily recordkeepers, plan set-up & compliance, and ERISA. Proficiency in explaining cross-tested, profit-sharing, cash balance plans, and the required...Suggested
$92.82k - $109.2k
...from Day One.Job DescriptionThe Sales Enablement Communications... ...ResponsibilitiesCommunication Planning & AlignmentDevelop internal communication... ...and parental leave401(k) and employer-funded retirement... ...programs, equity stock purchase 401(k) contribution and pension (all...SuggestedFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Wells Fargo is seeking a Lead Strategy & Planning Consultant — AI Product Strategy & Innovation... ...stakeholders, and operational teams to shape strategic priorities, identify opportunities for... ...to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife...Full timeWork experience placementWork at office
- A financial services firm is seeking a Retirement Plan Specialist to remotely oversee the administration and reporting of 401(k) plans. Key duties include reviewing client documents for accuracy, preparing government filings, and educating clients on plan administration...Work at officeRemote workFlexible hours
- ...Guidant Financial is offering a fully remote Retirement Plan Specialist role nationwide. You will learn the end-to-end process to administer, test and report on 401(k) plans, advancing from document review to basic plan administration through structured training. You...Remote work
$80k - $130k
...looking for our next Advisor. In this role, Advisors... ...client communications; strategizes with Lead Advisor to... ...recommendations to clients in consultation with team; proactively... ...investments and other planning areas Prepares... ...coverage for employees 401(k) with 100% match up to...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$80k - $130k
...looking for our next Advisor. In this role, Advisors... ...client communications; strategizes with Lead Advisor to... ...makes recommendations in consultation with the team,... ...investments and other planning areas. Prepares comprehensive... ...for employees. 401(k) with 100% match up to...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$133.5k - $207.5k
...meets or exceeds compliance standards while driving strategic maturation over time. You'll provide oversight,... ..., disability and life insurance, paid time-off, 401(k), health and flexible spending accounts, stock purchase plan and more.Commitment to our Employees:At SPS we...Full timeRemote workFlexible hoursShift work$99k - $176k
...operational and other risk considerations to find strategic solutions that enable the business... ...and flexible benefits, such as 401(k) program with company-matching contributions... ...Making, Group Problem Solving, Long Term Planning, Management Reporting, Negotiation, Organizational...Full timeFlexible hours$16.57 - $20.45 per hour
...hours with more opportunities to make the sale... what are you waiting for? It's time... ...: On the sales floor, you'll use a consultative sales approach guiding customers through... ...: ~ Medical/Dental/Vision coverage ~401(k) plan ~ Tuition reimbursement program ~ Paid...Hourly payTemporary workPart timeLocal areaFlexible hoursAfternoon shift$120 per unit
The Per Diem Educational Consultant (9-12 Math) is an onsite representative of Savvas Learning... ..., and assessment. Ability to plan strategically with and coach school leaders and classroom... ...for sick time and participation in our 401(k) program, which includes a company match...Daily paidLocal area$100k
...relationships with independent advisors and RIAs. Proactively identify sales opportunities and support advisor... ...practice growth. Develop and execute a strategic territory plan. Deliver compelling product... ...to vacation time, sick time, 401(k), and health, dental and life insurances...Full timePart timeH1bVisa sponsorship- ...Title: Financial Advisor (CFP®, CPA, CFA, or JD Required) Type: Full... ...dental, and vision coverage 401(k) with 100% match (up to 3% of... ...comprehensive financial planning and investment strategies. This... ...high-net-worth clients through strategic planning, investment management...Permanent employmentFull timeWork at office
$100k - $130k
...White Oaks Wealth Advisors, Inc provided pay... ...fee‑only financial planning firm in Minneapolis... ...down the road 401(k) plan with employer... ...collaboration with strategic partners in the community... ...advice first, not sales. The Process... ...conducted by our consultant (the hiring manager...Full timeSummer workWork at officeImmediate start$130.5k - $164.5k
...founders recognized the need for a strategic business partner who could... ..., personalized development plans, flexible time off, and many... ...most knowledgeable, tenacious consulting experts in the field but... ...Dental Insurance Vision insurance 401(k) contribution program (US) or...Work experience placementWork at officeLocal areaRemote workHome officeFlexible hours$124.32k - $186.48k
...Institutional & Specialty Sales Consultant, Stroke/Thrombosis, Minneapolis... ...security programs—including a 401(k) with up to 10% company contributions... ..., Employee Stock Purchase Plan, and Retiree Medical Account.... ...across health systems. Build strategic relationships with priority...Local area- ...regulatory, legal, operational and other risk considerations to find strategic solutions that enable the business within RBC’s risk appetite... ...competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision...Flexible hours
$170.26k - $200.3k
...documented backup coverage, succession planning, and strong evidence retention.Strategic advisory and transformation... ...disabilityPregnancy disability and parental leave401(k) and employer-funded retirement... ...programs, equity stock purchase 401(k) contribution and pension (all...Full timeLocal area$126.3k - $210.5k
Senior Advisor, Medicaid & Marketplace StrategyWe... ...are looking for a strategic, client-focused... ...will help health plan clients navigate... ...account management, sales, product, clinical... ...plan strategy, consulting, or a related client... ...programs. We also offer 401(k), company paid...Full timeLocal areaWork from home$119.6k - $199.3k
SUMMARY:The Senior Advisor, Drug Trends and Pipeline Strategy... ...knowledge, to conduct strategic analyses, contribute to enterprise planning, and collaborate across... ...programs. We also offer 401(k), company paid life... ...: 2026-08-19Profession: Sales & MarketingEmployment type...Full timeContract workLocal areaWork from home$77k - $202k
...Description & SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Senior Associate, you will engage with clients to... ...processes, improve data accuracy, and provide insights for strategic decision-making. As a Senior Associate, you will focus on...Full timeH1b$70k - $115k
.... We are an organization of consultative advisors and problem solvers. We help... ...the position of Retirement Plan Advisor. This role involves... ...following the completion of the sales process or upon transition... ...salary, PTO & paid holidays, 401(k) with match, exclusive...Work at office$105.4k - $124k
...DescriptionWe are seeking a strategic, collaborative Portfolio... ..., technology, risk, sales, and operations.Build and... ...product vision, planning, development, and execution... ...disability and parental leave401(k) and employer-funded... ..., equity stock purchase 401(k) contribution and...Full timeBank staffWork at officeLocal areaFlexible hours3 days per week$70k - $115k
...for the position of Retirement Plan Advisor. This role involves independently... ...following the completion of the sales process or upon transition from another consultant. This salaried position includes... ...$115,000), PTO & paid holidays, 401(k) with match, exclusive discount...Work at office$133.37k - $156.9k
...requirements and capital planning activities. The role... ...business line and support strategic projects.... ...Compliance/Audit (RCA) Consultants, and other RCA Managers... ...and parental leave401(k) and employer-funded retirement... ...equity stock purchase 401(k) contribution and pension...Full timeWork experience placementWork at officeLocal area3 days per week$55k - $95k
...shared purpose. As a Financial Advisor Services Consultant, you will partner with our... ...flexible benefits, such as 401(k) program with company-... ...collective achievement of our strategic goals Generates... ...Problem Solving, Long Term Planning, Meeting Management, Organizational...Full timeFlexible hours- Environmental Resources Management, Inc. (ERM) is seeking a Consulting Associate, Strategic Communications in Minneapolis, Minnesota to support client projects and provide communications-related administrative support to the Strategic Communications and Stakeholder Engagement...
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