<div> <div> <div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Retirement Plan Consultant & Advisor</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>The Olson Group</strong> | <strong>Omaha, NE</strong> | <strong>Remote</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Serve as the primary relationship manager and consultant for an assigned portfolio of retirement plan clients, delivering responsive service and strategic guidance.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Build and maintain long-term relationships with plan sponsors, fiduciary committees, HR leaders, and key stakeholders.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Lead annual and quarterly client review meetings focused on plan performance, participant outcomes, fiduciary best practices, and strategic initiatives.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate and oversee day-to-day service delivery for 401(k), 403(b), 401(a), 457(b), and 414(h) retirement plans.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support clients through plan enhancements, mergers, vendor transitions, fund changes, and other special projects while ensuring a seamless implementation experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate investment review processes and support fiduciary governance activities in partnership with advisors and investment professionals.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Provide guidance on retirement plan operations, industry best practices, and regulatory requirements while coordinating with compliance professionals and legal resources when appropriate.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Deliver participant education meetings, enrollment presentations, and financial wellness programs that improve employee engagement and retirement readiness.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborate with recordkeepers, third-party administrators, custodians, broker-dealers, and other service providers to support effective plan administration.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Assist plan sponsors and administrators with operational questions, issue resolution, and service concerns.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Identify opportunities to enhance client outcomes through additional retirement, wealth management, and employee benefits solutions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support business development efforts through prospect meetings, RFP responses, finalist presentations, and implementation of new client relationships.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Monitor service standards, client satisfaction, and operational processes while recommending improvements that enhance efficiency and consistency.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A trusted advisor who enjoys building meaningful relationships and becoming a valued resource to clients.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A proactive problem solver who can navigate complex situations with confidence and professionalism.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comfortable leading client discussions and presenting retirement plan concepts to executives, fiduciary committees, and employees.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Highly organized with exceptional attention to detail and strong follow-through.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Able to manage multiple client priorities while maintaining responsiveness and service excellence.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Independent and self-motivated while collaborating effectively with advisors and internal teams.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Growth-oriented and motivated to contribute to new business opportunities while expanding existing client relationships.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <u