Retirement Plan Consultant - Brotherhood Retirement

OverviewJob Title: Retirement Plan Consultant - Brotherhood RetirementJob Category: AffiliatesRequisition Number: RETIR002057Posted: February 20, 2026Full-TimeOn-siteLocations: Showing 1 locationDescriptionJob Title: Retirement Plan Consultant - Brotherhood RetirementFLSA: ExemptJob Family: AffiliatesDepartment: Brotherhood RetirementPOSITION SUMMARY The Retirement Plan Consultant serves as a key member of the retirement advisory team, supporting the firm's mission by delivering investment oversight, fiduciary guidance, and operational execution for retirement plans. This role combines investment due diligence, committee meeting participation, sponsor relationship management, and coordination of plan deliverables. The Consultant works closely with the firm's Investment Committee, TPAs, recordkeepers, and internal teams to ensure plans are monitored prudently and serviced with excellence. This position requires a proactive and detail-oriented professional who can independently manage client relationships, maintain high documentation standards, and effectively communicate complex investment concepts to plan sponsors.Principal Duties and ResponsibilitiesConduct quarterly due diligence and performance monitoring of participant-directed investment optionsPrepare and deliver investment monitoring reports to plan sponsorsSupport fund selection and replacement recommendations in alignment with each plan's Investment Policy Statement (IPS)Implement approved fund changes and coordinate related paperwork with TPAs and recordkeepersPerform fee benchmarking and cost analysisParticipate in prospect meetings to explain the investment and fiduciary processServe as primary or secondary contact for assigned retirement plan sponsorsLead or co-lead semi-annual retirement plan committee meetingsCoordinate follow-up action items and maintain fiduciary documentation standardsSupport onboarding of new retirement plans and ensure adherence to firm processesParticipate in internal Investment Committee meetings and contribute research insightsEnsure timely delivery of required monitoring reports and plan-level deliverablesExperience and EducationBachelor's degree (required) in Finance, Business, Accounting, Economics, or related field (preferred)FINRA Series 65 license requiredMinimum 7 years of experience in retirement plan advisory, investment consulting, or related financial services field requiredExperience presenting to retirement plan committees requiredWorking knowledge of ERISA fiduciary standards preferredWillingness to obtain professional designation such as AIF or CPFA within 24 months requiredSkills and KnowledgeStrong investment analysis and reporting capabilitiesExcellent verbal, written, and presentation skillsAbility to explain investment performance and fiduciary concepts clearly to plan sponsorsHigh attention to detail and documentation disciplineAbility to manage multiple client relationships simultaneouslyStrong organizational and time-management skillsWorking knowledge of retirement plan platforms, benchmarking tools, and RIA systemsDemonstrates integrity, professionalism, and alignment with biblical stewardship principlesAbility to adapt in a dynamic and growing retirement advisory environmentTerms and ConditionsThis description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.Because the company's niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains "at-will".Equal Employment OpportunityThis employer is an Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.J-18808-Ljbffr