Trans AmericaHiring

Retirement Planning Consultant

  • Remote, United States
  • Mid-level
  • Posted 13 days ago
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In one line

On-site retirement advice role for employees of one big client, running group sessions and one-on-one planning meetings across several locations.

About the role

Suits someone comfortable in front of groups and in private conversations, who can turn plan details into steps people actually take. Success shows up as higher deferral rates and clearer retirement outlooks.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Mid-level
Skills
Retirement planning
Posted
16 Oct 2026
Last checked
28 Oct 2026

What you will do

  • Run group education sessions, workshops, webinars and enrollment meetings for client staff
  • Meet employees individually to work through their retirement plans and goals
  • Explain the funds in each client plan, including what they aim for and how they have performed
  • Build working ties with the client's HR and management teams
  • Promote actions that move participants toward a fully funded retirement

What they look for

  • Experience in retirement planning or a related financial advice role
  • Comfort presenting to groups and advising people one to one
  • Willingness to travel between client sites in the assigned region
  • Knowledge of retirement plan funds and how they work

Nice to have

  • Background supporting employer-sponsored retirement programs

How Keywordise applies for you

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
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Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
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  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
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Muse is available in the US only for now.

Prompt
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How to connect

Questions about this job

Is this a remote job, and where can I work from?

Yes. The posting lists Retirement Planning Consultant as a remote role for candidates in the United States.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is a mid-level role. The posting asks for: experience in retirement planning or a related financial advice role; comfort presenting to groups and advising people one to one; willingness to travel between client sites in the assigned region. Skills it names include Retirement planning.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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