Retirement Specialist Consultant – IRAs for Small Businesses
We are a fast-growing tax strategy firm that works with small business owners and high-income professionals. We’re looking for a Retirement Specialist who can confidently meet with clients and explain retirement plan options—specifically IRA plans for small businesses.
Must-Have Qualifications
Strong knowledge of IRAs and small business retirement plans
Experience discussing SEP IRA / SIMPLE IRA options with clients
Excellent communication skills (able to explain complex topics simply)
Professional, dependable, and comfortable working directly with clients
Preferred Qualifications (Nice to Have)
Experience working with small business owners, dentists, or medical professionals
CFP, RICP, CPA, EA, or relevant licenses/credentials
Knowledge of retirement planning in a tax strategy environment
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