Top 1977 advisor consultant Jobs in remote

Senior Defined Contribution Plan Consultant (REMOTE, EST)
Vision Financial Group CPAs LLP —Remote
- $80,000 - $90,000 a year
- Full-time
- Remote
- Management
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
B2B Sales Consultant - Mid-Market Tech (100% Commission / Remote)
BizExpanders —Remote
- $36,000 - $75,000 a year
- Contract
- Remote
- English
- Mid-level
- US work authorization
- Flexible schedule
Quick Apply
4d
Senior Development Consultant
Business Information Group, Inc. —Remote
- $109,000 - $157,000 a year
- Full-time
- Remote
- Background check
- Computer science
- Clean driving record
- Health savings account
- Health insurance
Quick Apply
11d
Licensed Insurance Agent – Build a Team and a Career!
American Federal Benefits Consultants —Remote
- $30,000 - $150,000 a year
- Contract
- Remote
- Mid-level
- Travel
- Mentoring
- Health insurance
- Work from home
Quick Apply
Senior Account Executive
Fortis —Remote
- $120,000 - $150,000 a year
- Full-time
- Business development
- Senior level
- Health insurance
- Paid time off
Quick Apply
2d
College Application Advisors/Essay Coaches
College Application Advisors —Remote
- $8,000 - $40,000 a year
- Part-time
- Remote
- School experience
- Google Workspace
- High school
Quick Apply
Vacation Planning Consultant (Remote)
Diamond Bar Travel —Remote
- $2,500 - $40,000 a year
- Part-time
- Remote
- Research
- US work authorization
- Communication skills
- Flexible schedule
Quick Apply
Customer Success Specialist
POMS Corporation —Remote
- $90,000 - $110,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Bachelor's degree
- Profit sharing
- Paid holidays
Medical Device Risk Management Advisor (Part-Time, Remote)
FocusKPI Inc. —Remote
- Part-time
- Remote
- Mid-level
- Analysis skills
Client Services Assistant
BELAY —Remote
- $25 - $35 an hour
- Contract
- Remote
- Background check
- Mid-level
- Travel
5d
Entry-Level Financial Consultant
Katie's Financial Services LLC —Remote
- $75,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Driver's License
- On-the-job training
Quick Apply
10d
Vacation Rental Sales Consultant
Guestbook Rewards, Inc. —Remote
- $0 a year
- Part-time
- Remote
- Mid-level
- Contracts
- Communication skills
Quick Apply
Acquisition Consultant
Growth Architects Group —Remote
- $100,000 - $500,000 a year
- Choose your own hours
- Remote
- 18 years or older
- Mid-level
- Business development
- Flexible schedule
Quick Apply
5d
Remote Customer Service Representative
Flagler Financial —Remote
- Up to $10,000 a month
- Temporary
- Remote
- Mid-level
- Analysis skills
- Math
- Work from home
- Professional development assistance
Quick Apply
PEO Pricing Consultant - Remote
OneDigital —Remote
- $65,000 - $75,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Permitting Specialist
Adapture Renewables —Remote
- $90,000 - $110,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Dental insurance
- Vision insurance
Quick Apply
3d
Sales Development Representative - SDR
Exit Without Selling —Remote
- $54,000 - $90,000 a year
- Call employer
- Remote
- Heavy lifting
- English
- Mid-level
Quick Apply
Director of Partnerships
Radial, Inc. —Remote
- $119,100 - $202,500 a year
- Online Application
- Remote
- Master's degree
- Bachelor's degree
- Travel
- Health savings account
- Disability insurance
Mortgage Loan Originator, Investment Advisor, Insurance Consultant
Martinez Family Group —Remote
- $50,000 - $100,000 a year
- Part-time
- Remote
- 18 years or older
- No experience needed
- US work authorization
Quick Apply
Financial Consultant - Client Growth & Retention
Edelman Financial Engines —Remote
- $85,000 - $97,600 a year
- Remote
- Mid-level
- Bachelor's degree
- Marketing
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for advisor consultant in remote

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

advisor consultant jobs near remote

Senior Defined Contribution Plan Consultant (REMOTE, EST)

Vision Financial Group CPAs LLP
Remote

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Benefits administration
Defined contribution retirement plans
Record keeping
Spreadsheets
Compliance reporting
Attention to detail
Regulatory compliance analysis
Business
Associate's degree
Process management
Accounting
Trust accounting

Full Job Description

***This is a remote role; however, candidates must be based in the Eastern Time Zone or on the East Coast.***

VFG TPA Services

Senior ERISA Defined Contribution (401(k)) Plan Consultant – TPA

Totowa, NJ
$80,000 – $90,000

VFG Advisory is building a dedicated Third-Party Administration (TPA) retirement plan services team from the ground up. This is an opportunity to join early, shape operational standards, and grow into a leadership role as the practice expands.

We are seeking a hands-on, technically strong Defined Contribution Plan Administrator with deep experience in ERISA compliance, 401(k) plan administration, and government reporting. This is not a general accounting or HR role — it is a specialized retirement plan compliance position.

What This Role Is

You will independently manage a portfolio of defined contribution retirement plans, ensuring accurate administration, compliance testing, and regulatory reporting. You will act as a technical subject matter expert in ERISA qualified plans, working directly with clients, advisors, and internal staff.

Core Responsibilities

Defined Contribution Plan Consultant

Fully administer 401(k), profit sharing, and other defined contribution plans for small to mid-sized employers
Maintain plan-level records, eligibility tracking, vesting schedules, and participant data integrity
Process participant transactions including:
Loans and repayments
Hardship withdrawals
Termination distributions
Beneficiary and QDRO-related distributions

Compliance Testing (Core Function)

Perform and review all annual compliance testing, including:
ADP / ACP testing
410(b) coverage testing
Top-heavy testing
IRC 415 annual additions testing
Cross-testing / allocation testing (where applicable)
Identify and resolve compliance failures with correction recommendations under EPCRS guidelines

Government Reporting & Filings

Prepare and review Form 5500 filings and supporting schedules
Prepare required participant tax forms including 1099-R and related reporting
Coordinate with auditors during plan audits and respond to audit inquiries

Trust & Financial Reconciliation

Reconcile trust/custodial statements to participant recordkeeping systems
Validate contributions, forfeitures, earnings allocations, and employer funding
Identify and resolve discrepancies between payroll feeds, trust activity, and recordkeeping systems

Client & Advisor Interaction

Serve as a primary technical contact for plan sponsors and financial advisors
Explain compliance results, testing outcomes, and required corrections in clear terms
Support plan design changes, conversions, and takeover implementations
Participate in client and advisor meetings as needed

Internal Leadership (for Senior Level)

Review work prepared by junior administrators for accuracy and compliance
Support training and mentoring of developing staff
Help establish standardized procedures and scalable workflows as the TPA practice grows

Required Qualifications (Must-Have)

3-5+ years of hands-on Defined Contribution / 401(k) plan administration experience in a TPA, recordkeeping, or retirement plan services environment
Direct experience performing ERISA compliance testing (ADP/ACP, 410(b), 415, top-heavy)
Experience preparing Form 5500 filings
Strong understanding of ERISA and Internal Revenue Code qualified plan rules
Experience handling participant-level transactions (loans, distributions, QDROs)
Proficiency with Microsoft Excel and data-heavy plan reconciliation work
Strong written and verbal communication skills

Preferred Qualifications

QKA, QPA, or similar retirement plan credential
Experience with TPA/recordkeeping systems such as:
ASC
FT William
Relius
Datair
Experience with plan conversions or new plan installations
Exposure to audit coordination for retirement plans

What Success Looks Like

Accurate, timely completion of annual compliance testing cycles
Clean Form 5500 filings with minimal corrections
Strong client trust due to clear, confident communication of complex rules
Ability to independently manage a full book of plans with minimal oversight
Contribution to building scalable TPA processes from the ground up

Pay: $80,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: Remote

Quick Apply

Refine Your Search

advisor consultant jobs in remote

Senior Defined Contribution Plan Consultant (REMOTE, EST)

B2B Sales Consultant - Mid-Market Tech (100% Commission / Remote)

Senior Development Consultant

Licensed Insurance Agent – Build a Team and a Career!

Senior Account Executive

College Application Advisors/Essay Coaches

Vacation Planning Consultant (Remote)

Customer Success Specialist

Medical Device Risk Management Advisor (Part-Time, Remote)

Client Services Assistant

Entry-Level Financial Consultant

Vacation Rental Sales Consultant

Acquisition Consultant

Remote Customer Service Representative

PEO Pricing Consultant - Remote

Permitting Specialist

Sales Development Representative - SDR

Director of Partnerships

Mortgage Loan Originator, Investment Advisor, Insurance Consultant

Financial Consultant - Client Growth & Retention

I want to receive the latest job alert for advisor consultant in remote

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected