Hiring: Retirement Plan Education Consultant Company: Cetera Financial Group Location: Dallas, TX Job Posted Time: 2026-09-10 13:20:19 Employment Type: Full-time / On-site Target Skills & Keywords : Wealth Management About the job Experience: •3 years’ experience in financial services industry Required Skills: •Setting and driving education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans •Building and maintaining strong relationships with plan sponsors and financial professionals •Serving as liaison between 3 rd party partners (recordkeepers, third party administrators and financial professionals) and home office in relation to education programs •Planning and conducting enrollment and education meetings – both on-site and virtually •Preparing education programs and collateral •Driving plan participation and overall plan contributions through participant education solutions •Stay current with changing retirement plan rules and regulations •Differentiating Cetera’s retirement plan solutions to drive client retention Qualifications: •Bachelor’s degree required in relevant course of study, or relevant experience Compensation: •$75,000 - $90,000 / year •The base salary range for this role in Dallas, TX is $75,000-$90,000, plus a competitive performance-based bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!