At Mindshare Group, we’ve been helping small and mid-sized companies and nonprofits design and manage meaningful employee benefit and retirement programs since 2001. Our clients trust us to help them navigate the complexities of their 401(k) and 403(b) plans—because we care deeply about doing what’s right and delivering results that help employees build real financial futures.

​

Our culture is rooted in Collaboration, Integrity, Action, and Balance.

If you’re driven to serve clients exceptionally well and value relationships built on authenticity and trust — you’ll feel right at home here.

​

The Role

As an Associate Plan Advisor, you’ll be the trusted partner clients turn to when they need clarity, precision, and peace of mind in their retirement plan management. Working alongside our Principal/Senior Advisor and the broader Benefits team, you’ll:

Deliver proactive client support with a sense of urgency and accuracy.

Lead annual plan reviews—from plan design and benchmarking to compliance and record-keeper evaluations.

Support investment due diligence and change management processes.

Manage new plan implementations, conversions, and mergers.

Ensure plans stay compliant with all regulatory requirements and best practices.

Educate and guide plan sponsors and participants to make informed financial decisions.

 

What You Bring

We’re looking for someone who is:

Client-obsessed: You take pride in doing what’s right and following through, every time.

Detail-oriented and dependable: You balance urgency with accuracy in every interaction.

Authentic and trustworthy: Clients and colleagues feel your sincerity and know they can rely on you.

Collaborative: You work well across teams and appreciate open, honest feedback.

Driven: You’re entrepreneurial, curious, and find purpose in positively impacting others.

 

Qualifications

Bachelor’s Degree (Business, Finance, Economics, or related field).

3+ years of experience in retirement plan administration or advising.10

Securities Licensing a plus (Series 65 or 66 + Series 7).

​

What We Offer

Competitive Base pay with incentive + profit-sharing potential.

Comprehensive Benefits: Medical, dental, vision, disability, life insurance, and EAP.

401(k) with company contribution.

Flexible work schedule and generous PTO & holidays.

A culture that values integrity, collaboration, and personal balance.

 

Join Us

If you’re passionate about helping others achieve meaningful retirement outcomes—and you do your best work in an environment built on trust, transparency, and action—we’d love to meet you.

​

👉 To learn more, contact our dedicated recruiter, Tina Herron @ tina@blueoaksconsulting.com