New Business Specialist

Retirement Plan Consultants

Are you great with customers, do you love learning new things, and have a strong attention to detail? We are currently seeking a New Business Specialist to assist with onboarding our new clients across the country! The position will include: customer service, data input, new client setup in firm systems, proposal generation, and oversight of 3(38) product and services. Helpful software experience: Microsoft Word, Excel, Outlook. Attention to detail is a must.

Apply Now!


Do you feel like you are a prefect fit for this position? Please email your resume, and the job title you are interested in to info@wealthfirm.info

Administrative Assistant

Retirement Plan Consultants

Do you love learning new things and getting tasks completed? Retirement Plan Consultants is currently seeking an Administrative Assistant. This person will have previous experience in admin (preferably with a 2-year administrative degree), basic knowledge of Word/Adobe/Excel/PowerPoint/Outlook, will be detail oriented and pleasant, and will be a go-getter. Previous experience in accounting and/or finance a plus!

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!