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Senior Retirement Counselor

Plano, TX

COMPANY OVERVIEW: 

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial well sent confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

The Senior Retirement Counselor serves as the long-term relationship manager for Fisher/SMB’s largest and most complex retirement plan sponsor clients. This role is responsible for managing the full client lifecycle, from onboarding to ongoing fiduciary and plan governance support. Senior Counselors serve as strategic partners to plan sponsors, providing advanced retirement plan consultation, coordinating with Recordkeepers/TPAs, supporting participant education, and driving client satisfaction and retention. They also mentor junior Retirement Counselors and contribute to internal initiatives such as product testing and process improvements.

JOB RESPONSIBILITIES: 

Client Relationship & Strategic Oversight

  • Serve as the dedicated point of contact for high-value ($7M+ AUM) and complex retirement plan clients.
  • Manage client satisfaction and retention throughout the relationship lifecycle.
  • Support late-stage sales efforts and ensure smooth post-contract onboarding.
  • Recommend ongoing plan design improvements based on client needs and regulatory changes.

Fiduciary & Plan Governance Support

  • Assist plan sponsors in identifying investment objectives and generating an Investment Policy Statement (IPS); conduct annual IPS reviews.
  • Communicate Fisher/SMB's investment strategy, market outlook, and fund lineup changes to plan sponsors.
  • Deliver fiduciary services, fee benchmarking, and plan governance recommendations.
  • Oversee plan amendments, investment lineup updates, and compliance-related processes.

 

Recordkeeper/TPA Management

  • Recommend appropriate Recordkeepers/TPAs and manage vendor relationships.
  • Coordinate installation, asset transfers, and ensure ongoing plan servicing is aligned with client expectations.

Participant Engagement

  • Design and implement participant education and enrollment campaigns to improve engagement and outcomes.
  • Travel as needed (~40%) to support in-person client and participant meetings.

Internal Leadership & Collaboration

  • Mentor Associate and Core Retirement Counselors.
  • Serve as a subject matter expert for cross-functional projects and testing new services/products.
  • Collaborate with internal Fisher/SMB teams and external partners to ensure seamless plan execution.

QUALIFICATIONS:

  • Bachelor’s degree or equivalent experience required.
  • Minimum of 2 years in asset management or client services; experience with complex retirement plans preferred.
  • Strong understanding of securities, financial markets, and retirement plan design
  • Excellent verbal and written communication skills, with a strong client service orientation.
  • Proven ability to manage sensitive and high-profile client relationships.
  • High attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Advanced problem-solving and critical thinking skills.
  • Proficiency with Microsoft Office Suite.

Licensing Requirements

  • Must hold, or be able to obtain, the necessary securities licenses or designations to be registered as an Investment Adviser Representative (e.g., Series 65 or equivalent).

EMPLOYEE BENEFITS:

At Fisher\SMB™, we are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

  • Health Insurance: Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
  • Retirement Savings: Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
  • Additional Insurance: Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
  • Employee Assistance Program (EAP): Confidential counseling and wellness support to help employees navigate life’s challenges.
  • Concierge Health Support: Access to "Ask Bennie," a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
  • Employee Perks and Discounts: Exclusive discounts on a range of services and products.

Join us at Fisher\SMB™ and experience a supportive environment that values your well-being, growth, and work-life balance.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Fisher\SMB is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, pregnancy, marital status, or any other protected characteristic as outlined by federal, state, or local laws.

All employment decisions at Fisher\SMB are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process.

DISCLAIMER:

This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of Fisher\SMB.

 

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