First Horizon

Retirement Plan Consultant

First Horizon

Chattanooga, TN, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping individuals plan for their retirement? First Horizon is looking for a Retirement Plan Consultant to join our team and help us provide first-class service to our clients. In this role, you will be responsible for developing and managing retirement plans, providing advice and guidance to employers on plan compliance, and creating strategies to minimize the plan sponsor’s fiduciary risks.To be successful in this role, you must have a bachelor’s degree in finance, accounting, or a related field, plus five years of experience in retirement plan consulting. You should have a strong understanding of ERISA, plan design, and investments. Additionally, you should possess excellent communication and organizational skills and the ability to work independently. If you are an experienced professional with a passion for helping people secure their retirement, we want to hear from you!

Responsibilities: • Develop and implement retirement plans according to client needs • Provide advice and guidance to employers on plan compliance • Develop strategies to minimize plan sponsor’s fiduciary risks • Monitor and ensure compliance with ERISA regulations • Analyze and recommend investments for retirement plans • Research and stay informed of industry trends and best practices • Prepare client presentations and reports • Maintain client relationships and respond to inquiries • Work with internal teams to ensure compliance with all regulations • Provide education and support to plan participants • Stay up-to-date on industry regulations and developments

Where is this job?
This job is located at Chattanooga, TN, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Ability To Work Independently And As Part Of A Team

  • Accounting Or Related Field

  • Business Acumen

  • Knowledge Of Retirement Plan Regulations

  • Proven Experience As A Retirement Plan Consultant

  • Bachelor’s Degree In Finance

  • Knowledge Of Erisa Regulations

  • Understanding Of Retirement Plan Design And Administrative Procedures

Required Skills
  • Accounting

  • Consulting

  • Planning

  • Marketing

  • Negotiation

  • Compliance

  • Technology

  • Business

  • Analyzing

  • Taxation

  • Financial

  • Regulations

  • Investment

  • Strategies

  • Retirement

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • collaboration

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Retirement Plan Consultant in Chattanooga, TN, USA is $45,000 - $68,000. The median salary is $56,500. The salary range may vary depending on experience, education, certifications, and other factors.

Additional Information
First Horizon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 27th, 2023
Apply BeforeSeptember 18th, 2025
This job posting is from a verified source. 
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About First Horizon

First Horizon Corporation, formerly First Tennessee Bank, is a financial services company, founded in 1864, and based in Memphis, Tennessee.

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