Retirement Plan Service Consultant

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.

Responsibilities

• Lead and coordinate onboarding of new retirement plans

• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors

• Coordinate ongoing service schedules with the (k) advisor

• Prepare for and follow up on client meetings

• Manag...