
Retirement Plan Consultant
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
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
Accounting
Consulting
Planning
Marketing
Negotiation
Compliance
Technology
Business
Analyzing
Taxation
Financial
Regulations
Investment
Strategies
Retirement
Communication
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
collaboration
Adaptability
Problem-Solving
Decision-making
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.
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First Horizon Corporation, formerly First Tennessee Bank, is a financial services company, founded in 1864, and based in Memphis, Tennessee.

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