Weaver Partners
Connecting Top Talent with 401(k) & Retirement Industry Leaders | Corporate Recruiter
Location:
Plano, TX
– Onsite + travel (eligible for remote days after ~1 year)
Base + bonus compensation: Retirement Counselor $112K–$170K total, Senior Retirement Counselor $170K–$200K total
We’re looking for a
Retirement Counselor
and
Senior Retirement Counselor
to serve as a trusted advisor to plan sponsors and their employees—helping them understand, manage, and maximize the impact of their retirement benefits.
What You’ll Do
Serve as the primary relationship manager for assigned retirement plan clients
Lead governance meetings, fiduciary reviews, and participant education sessions
Oversee plan amendments, vendor transitions, and investment lineup updates
Collaborate with internal partners to ensure seamless plan operations
Provide compliance support, benchmarking, and fiduciary reporting
Join late-stage prospect discussions as a subject‑matter resource
Retirement Counselor (up to ~$7M AUM) Senior Retirement Counselor ($7M+ AUM – often $20M+) Mentor junior team members, represent the advisory team in board‑level meetings, and assist with new service or product rollouts.
What You’ll Bring
Retirement Counselor : 3+ years in financial services, asset management, or client service, experience with plan sponsors AND/OR participants
Senior Retirement Counselor : 5+ years with 401(k) plan design and large‑plan experience, experience with plan sponsors AND participants, Advisory background or large plans (primarily $20M+)
Strong understanding of ERISA, capital markets, and plan types qualified/non‑qual plans
Series 65 license required (or ability to obtain)
Benefits
100% employer‑paid medical, dental, and vision for employees + dependents
50% retirement match up to IRS limits
Company‑paid life and disability insurance
EAP and healthcare concierge support
Growth and leadership development opportunities
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Education, Consulting, and Strategy/Planning
Industries: Financial Services and Insurance, Employee Benefit Funds
Referrals increase your chances of interviewing at Weaver Partners by 2x
#J-18808-Ljbffr
Plano, TX
– Onsite + travel (eligible for remote days after ~1 year)
Base + bonus compensation: Retirement Counselor $112K–$170K total, Senior Retirement Counselor $170K–$200K total
We’re looking for a
Retirement Counselor
and
Senior Retirement Counselor
to serve as a trusted advisor to plan sponsors and their employees—helping them understand, manage, and maximize the impact of their retirement benefits.
What You’ll Do
Serve as the primary relationship manager for assigned retirement plan clients
Lead governance meetings, fiduciary reviews, and participant education sessions
Oversee plan amendments, vendor transitions, and investment lineup updates
Collaborate with internal partners to ensure seamless plan operations
Provide compliance support, benchmarking, and fiduciary reporting
Join late-stage prospect discussions as a subject‑matter resource
Retirement Counselor (up to ~$7M AUM) Senior Retirement Counselor ($7M+ AUM – often $20M+) Mentor junior team members, represent the advisory team in board‑level meetings, and assist with new service or product rollouts.
What You’ll Bring
Retirement Counselor : 3+ years in financial services, asset management, or client service, experience with plan sponsors AND/OR participants
Senior Retirement Counselor : 5+ years with 401(k) plan design and large‑plan experience, experience with plan sponsors AND participants, Advisory background or large plans (primarily $20M+)
Strong understanding of ERISA, capital markets, and plan types qualified/non‑qual plans
Series 65 license required (or ability to obtain)
Benefits
100% employer‑paid medical, dental, and vision for employees + dependents
50% retirement match up to IRS limits
Company‑paid life and disability insurance
EAP and healthcare concierge support
Growth and leadership development opportunities
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Education, Consulting, and Strategy/Planning
Industries: Financial Services and Insurance, Employee Benefit Funds
Referrals increase your chances of interviewing at Weaver Partners by 2x
#J-18808-Ljbffr