We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. 

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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Cetera Financial Group (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. (APP) and The Retirement Planning Group, LLC (“TRPG”), are both SEC registered investment advisers within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). Cetera Planning Partners (“CPP”) operates as a doing business as name of TRPG. TRPG and APP currently operate independently. All of the referenced entities are under common ownership. 

Cetera Financial Group

At Cetera Retirement Plan Specialists (TPA), we help plan sponsors navigate the complexities of retirement plan administration with confidence. Our success is built on delivering exceptional service, solving problems proactively, and continuously improving how we work. We empower our team members to take ownership, think critically, and drive solutions that create meaningful value for our clients and colleagues.As we continue to grow, we are seeking a Retirement Plan Consultant who is passionate about client service, enjoys tackling complex challenges, and wants to make a direct impact on the success of our clients’ retirement plans and the participants they serve.
What you need to have:At least 3 years of Defined Contribution Plan Administration experience within a TPACash Balance/Defined Benefit Plan Administration experience not required but is a plus.Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plansCalculation of profit-sharing contributions using new comparability allocation methodsStrong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
What you will do: Maintain responsibility of client caseload management. Primary contact for assigned caseload.Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely.Track data received/not received from clients and follow up accordinglyConsult with clients, advisors and other parties on plan related issues to develop long-term relationships.Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up.
Compensation: The base salary range for this role is $83,000-$110,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.


Retirement Plan Administration Consultant (TPA)

What the job involves