At The Olson Group, we help employers and individuals build stronger financial futures through expert retirement plan consulting and wealth planning services. As a Retirement Plan Consultant & Advisor, you'll combine relationship management, retirement plan expertise, and strategic consulting to help clients navigate complex retirement plan decisions and achieve meaningful outcomes for their organizations and participants. In this role, you'll serve as the primary relationship manager for a portfolio of retirement plan clients while partnering with advisors, recordkeepers, custodians, and internal teams to deliver exceptional service and guidance. You'll play a key role in plan governance, participant outcomes, vendor management, compliance coordination, and overall client satisfaction while helping drive continued growth and innovation across our retirement practice.
How You'll Make an Impact
Serve as the primary relationship manager and consultant for an assigned portfolio of retirement plan clients, delivering responsive service and strategic guidance.
Build and maintain long-term relationships with plan sponsors, fiduciary committees, HR leaders, and key stakeholders.
Lead annual and quarterly client review meetings focused on plan performance, participant outcomes, fiduciary best practices, and strategic initiatives.
Coordinate and oversee day-to-day service delivery for 401(k), 403(b), 401(a), 457(b), and 414(h) retirement plans.
Support clients through plan enhancements, mergers, vendor transitions, fund changes, and other special projects while ensuring a seamless implementation experience.
Coordinate investment review processes and support fiduciary governance activities in partnership with advisors and investment professionals.
Provide guidance on retirement plan operations, industry best practices, and regulatory requirements while coordinating with compliance professionals and legal resources when appropriate.
Deliver participant education meetings, enrollment presentations, and financial wellness programs that improve employee engagement and retirement readiness.
Collaborate with recordkeepers, third-party administrators, custodians, broker-dealers, and other service providers to support effective plan administration.
Assist plan sponsors and administrators with operational questions, issue resolution, and service concerns.
Identify opportunities to enhance client outcomes through additional retirement, wealth management, and employee benefits solutions.
Support business development efforts through prospect meetings, RFP responses, finalist presentations, and implementation of new client relationships.
Monitor service standards, client satisfaction, and operational processes while recommending improvements that enhance efficiency and consistency.
Who You Are
A trusted advisor who enjoys building meaningful relationships and becoming a valued resource to clients.
A proactive problem solver who can navigate complex situations with confidence and professionalism.
Comfortable leading client discussions and presenting retirement plan concepts to executives, fiduciary committees, and employees.
Highly organized with exceptional attention to detail and strong follow-through.
Able to manage multiple client priorities while maintaining responsiveness and service excellence.
Independent and self-motivated while collaborating effectively with advisors and internal teams.
Growth-oriented and motivated to contribute to new business opportunities while expanding existing client relationships.
What You Bring
Day One:
3+ years of retirement plan consulting, retirement plan advisory, recordkeeping, TPA, or retirement services experience.
Active Nebraska Life and Health Insurance License or the ability to obtain upon hire.
FINRA Series 6 or Series 7 license and Series 63, 65, or 66 license.
Strong working knowledge of qualified retirement plans, including 401(k), 403(b), 401(a), 457(b), and governmental retirement plans.
Experience managing client relationships and serving as a primary point of contact for retirement plan sponsors.
Strong understanding of fiduciary governance, plan operations, and retirement plan service models.
Excellent written and verbal communication skills.
Strong organizational, analytical, and problem-solving abilities.
Proficiency with Microsoft Office Suite and CRM platforms, preferably Salesforce.
Bachelor's degree in Business, Finance, Economics, or a related field.
Valuable Additions:
QKA, QKC, CRPS, AIF®, CPFA®, CFP®, ChFC®, or similar industry designation.
Experience conducting fiduciary review meetings and investment committee presentations.
Experience supporting public sector and healthcare retirement plans.
Familiarity with major retirement plan providers, custodians, and recordkeepers.
Experience supporting both retirement plan and wealth management clients.
Demonstrated success implementing process improvements and service enhancements.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include:
Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
Competitive 401(k) company match to help you build your financial future
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
About The Olson Group
The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.