Part-Time Retirement - 401k Consultant

Compensation: $50,000 - $60,000
Location: Simsbury, CT (Onsite + Client Engagement)
Flexible Schedule | Part-Time

About the role

We’re partnering with a growing advisory firm looking for a seasoned retirement plan professional who can step in, own client relationships, and confidently represent the firm in front of both executives and participants. This is front-of-the-room, client-facing, high-trust work.

Responsibilities

• Advising clients on plan design, strategy, and fiduciary responsibility
• Leading participant meetings and delivering clear, confident presentations
• Overseeing plan health — benchmarking, compliance, and optimization
• Acting as the go-to expert for retirement plan questions
• Working directly with advisors to deepen client relationships

What sets this role apart

• You’ll be trusted to run with it — not micromanaged
• Direct impact on client experience and firm growth
• Flexibility of a part-time role without sacrificing meaningful work
• Opportunity to shape how retirement services are delivered

Requirements

• 5+ years of deep 401(k) / retirement plan experience
• Strong command of ERISA, compliance, and plan operations
• Someone who can walk into a room and own it
• Polished, credible, and highly professional presence
• Experience with plan design, benchmarking, and fiduciary guidance

Preferred Qualifications

• Series 7 & 66
• QKA, QKC, CPFA

Ideal candidate

• An experienced professional who enjoys the client side of the business
• Someone who takes pride in delivering a high-level experience
• Possibly coming from a larger firm and looking for more impact and visibility

Why this role

• High-level work without full-time burnout
• Be the expert — not just part of the process
• Work closely with decision-makers and advisors
• Real influence on clients and growth