Retirement Plan Specialist - Part-Time

Compensation: $50,000 - $60,000 | Location: Hartford, CT (Onsite + Client Facing)

About the role

Break into a role where you’re not stuck behind a desk. We’re looking for someone who wants more than processing paperwork — someone who wants to be in front of clients, leading conversations, and growing into a key player within a rapidly expanding retirement practice. This is a part-time role with a very real path to full-time. If you’re sharp, confident, and ready to build a career in retirement services, this is where you do it.

What makes this different: You won’t be hidden in the back office. You’ll be:

• Presenting to groups of employees and clients
• Helping people understand their retirement options in real time
• Sitting alongside advisors and learning how the business actually works
• Growing into a visible, client-facing role quickly

Responsibilities

• Support and manage 401(k) plans from setup through ongoing service
• Lead and assist with participant enrollment meetings (virtual + in person)
• Keep plans on track — deadlines, compliance, and key milestones
• Work directly with advisors and third-party partners
• Be part of client presentations and new business conversations

Requirements

• 3+ years in 401(k) / retirement services
• Comfortable speaking in front of a room — not just behind a screen
• Professional, polished, and confident with clients
• Understands ERISA basics and how plans actually work
• Hungry to grow into a bigger role

Qualifications

• Series 7 or 66 (or working toward it) — bonus points

Benefits

• Clear path to full-time as the business grows
• Real client exposure early — not years down the line
• Opportunity to build presentation and advisory skills fast
• You’ll be noticed here — not just another name on a team