08/28/2026
Position Summary: The Retirement Plan Specialist will serve in a cross-functional role supporting the tactical day-to-day execution of the strategies established by Two West’s Retirement Plan Consulting Team, a Higginbotham Partner. The Retirement Plan Specialist will support advisors on the Retirement Plan Consulting Team in the areas of client services, new business development and general operations. This is an entry-level position designed for a recent college graduate seeking a career in the retirement plan industry, with the opportunity to advance into a Retirement Plan Consultant role.
Supervisory Responsibilities: None
Essential Tasks:
Client Services (40%)
Support advisors serving their plan sponsor clients with regards to investments, ERISA compliance, plan design and service provider management.
Attend client meetings to gain experience towards managing future client relationships.
Maintain client data to ensure plan details, pipeline and...
Higginbotham
Overland Park, KS
Full Time
