🚀 Join Our Team as a Plan Consultant
Are you an experienced financial professional with a passion for guiding clients through retirement plan strategies? Do you thrive in a dynamic, client-facing role that blends financial expertise with strategic consulting? If so, Artemis Staffing wants you to join our partnered client’s team as a Plan Consultant!
Why Join Artemis?
Artemis Staffing has partnered with a leading wealth management firm, that is a Securities and Exchange Commission (SEC) registered investment advisory firm offering tailored services through two divisions: Wealth Management and Institutional .
As a Plan Consultant , you’ll play a key role in strengthening relationships with Plan Sponsors, ensuring compliance, and guiding participants toward financial success .
What You’ll Do:
✅ Serve as a trusted advisor to Plan Sponsors, providing expert guidance on plan design, administration, and execution.
✅ Monitor and maintain ERISA and DOL compliance , making recommendations to keep plans in line with regulatory standards.
✅ Lead fiduciary plan review meetings , offering insights on investment strategy and plan performance.
✅ Educate Plan Sponsors and participants, empowering them to make informed financial decisions .
✅ Oversee the onboarding process for new clients, ensuring a seamless transition.
✅ Conduct plan benchmarking and vendor due diligence to optimize plan offerings.
✅ Maintain strong relationships with clients through regular meetings, networking, and strategic planning discussions.
What We’re Looking For:
💡 Bachelor’s degree or higher
💡 5+ years of industry experience in retirement planning, financial consulting, or investment advisory
💡 ERISA & SEC regulatory knowledge with a strong understanding of compliance standards
💡 Industry certifications preferred ( CRPS, CPFA®, QPFC, or similar )
💡 Strong relationship-building skills —you enjoy working with clients and creating long-term partnerships
💡 Proficiency in Microsoft Excel, Adobe Acrobat, and financial software
💡 A client-first mentality with a desire to continuously learn and grow
What We Offer:
✨ Salary Range: $65,000yr-$80,000yr (based on experience)
✨ PTO: 3 weeks of vacation along with major holidays
✨ Retirement Match: 401k match up to 10%
✨ Health Benefits: 100% paid for by the company
✨ Sick Time: Generous sick time with flexibility
✨ Flexible Fridays during summer months
Join Us:
If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Staffing. Your future awaits in the vibrant city of Covington, where professional success and personal fulfillment converge!
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