Robert Half HR Solutions is currently partnering with a client that is looking to add a Licensed Retirement Plan Advisor to join their growing retirement plan consulting team. This individual will serve as a trusted advisor to retirement plan sponsors, helping clients maximize the effectiveness of their retirement programs while ensuring compliance with applicable regulations and fiduciary standards. The ideal candidate will have a strong background in 401(k) plan administration, retirement plan consulting, and regulatory compliance, along with the ability to build lasting client relationships and deliver exceptional service. This role offers the opportunity to partner closely with business owners, HR leaders, and retirement plan committees while supporting participant financial wellness and retirement readiness initiatives. Key Responsibilities Serve as the lead advisor for a portfolio of retirement plan clients, providing strategic guidance on plan design, governance, investment monitoring, and fiduciary best practices. Build and maintain strong relationships with plan sponsors, acting as a trusted consultant and primary point of contact. Advise clients on retirement plan regulations, compliance requirements, and evolving industry best practices. Conduct regular plan reviews, investment reviews, benchmarking analyses, and retirement plan committee meetings. Monitor plan testing results and assist with annual filings, disclosures, audits, and other compliance-related activities. Collaborate with third-party administrators, recordkeepers, payroll providers, auditors, and other service partners to ensure effective plan administration. Deliver employee education programs, enrollment meetings, and retirement readiness consultations to plan participants. Analyze plan performance and identify opportunities to improve plan outcomes, participant engagement, and operational efficiency. Support business development initiatives by identifying opportunities to expand existing relationships and generate new retirement plan engagements. Prepare reports, recommendations, presentations, and client communications. Stay informed on ERISA, IRS, and Department of Labor regulations impacting retirement plans. Perform additional responsibilities as needed to support client and team objectives. The ideal successful candidate is a client-focused retirement plan professional who combines technical expertise with strong relationship management skills. They possess a deep understanding of 401(k) plans, regulatory compliance, fiduciary oversight, and retirement plan operations and are comfortable advising stakeholders at all levels. This individual thrives in a consultative environment and is committed to helping clients strengthen their retirement programs while supporting participants in achieving their long-term financial goals. Required Qualifications Active Series 65 or Series 66 License 3+ years of experience in retirement plan services, retirement plan consulting, financial advising, or a related field Strong hands-on experience supporting and advising clients on 401(k) plans Thorough understanding of: ERISA regulations 401(k) compliance requirements Fiduciary responsibilities and governance Retirement plan investments and performance monitoring IRS and Department of Labor regulations Annual testing, filings, audits, and disclosures Experience interacting with plan sponsors, retirement plan committees, and participants Strong organizational, project management, and time management skills Ability to manage multiple priorities and meet critical deadlines with minimal supervision Excellent written and verbal communication skills Strong analytical, troubleshooting, and problem-solving abilities Proficiency with Microsoft Office Suite and CRM systems Preferred Qualifications Professional certifications such as

CRPS, AIF, CFP, QKA, PHR

Experience conducting participant education and financial wellness programs Background in retirement plan consulting, institutional advisory services, employee benefits, or wealth management Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice .