Sr. Retirement Plan Consultant
ForUsAll
Ohio, USA
Posted on May 13, 2025
Overview
Get in on the ground floor with a fast-growing, VC-backed tech company that is redefining the traditional 401(k) Advisor Role! Leverage AI and custom payroll integrations to provide your clients with fully automatic 401(k) and scalable financial wellness without changing providers. Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.
Your Opportunity
We’re looking for a Senior Retirement Plan Consultant who’s not just experienced in plan design and client consulting—but who’s also curious and excited about the future of our industry. This is a great opportunity for someone who wants to stay on the cutting edge and learn how AI can transform retirement services.
As we evolve our platform and internal tools, we’re incorporating AI to enhance how we deliver value to clients, improve efficiency, and simplify complex workflows. You don’t need to be an AI expert (yet), but we’re looking for someone who’s eager to learn and grow alongside the technology.
What's Expected from You
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- 401(K) Expertise - consult with employers on 401(k) plan design
- Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives
- Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
- Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!
- Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll.
- Curiosity about how AI can be used to improve the retirement space—and a willingness to experiment and learn.
- Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.
Qualifications Requirement
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- Bachelor's degree
- 401(k)-specific experience
- Series 65 license not required upon hire, but willing to get
- Clear and concise verbal communication ability
- Passionate about delivering an exceptional client experience
- Deep desire to learn and grow as a professional
- Ability to stay calm, consistent, and reliable in a high intensity environment
Benefits
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- Medical, Dental, and Vision (up to 100% employee coverage depending on the plan selected)
- HSA and FSA offerings
- 401k
- Generous vacation package with 11 paid holidays
- Equity/options grant included in compensation package
For candidates based in the Ohio, this position offers a flexible hybrid work model. Applicants outside this region will have the opportunity to engage in a fully remote capacity.
ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.