Retirement Plan Jobs in Cupertino, CA

79,976 open positions · Updated daily

Looking for Retirement Plan jobs in Cupertino, CA? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Cupertino, CA area.

Registered Client Service Associate

Company: Morgan Stanley

Location: San Luis Obispo, CA

Posted Jan 24, 2025

The Registered Client Service Associate role involves providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. Key responsibilities include client support, administrative tasks, and educating clients on digital tools. The ideal candidate should have strong interpersonal skills, detail-oriented approach, and advanced Microsoft Office skills. A high school diploma or equivalent is required, with a college degree preferred. Relevant industry experience and financial services knowledge are beneficial. The role offers competitive base pay rates, with potential for additional compensation and benefits.

Pest Technician Trainee

Company: Rentokil Terminix

Location: San Diego, CA

Posted Jan 24, 2025

Store Team Leader - Store 09948

Company: CVS Health

Location: Santa Rosa, CA

Posted Jan 24, 2025

CVS Health is seeking a Store Team Leader, Rx (STL, Rx) to lead a retail location, ensuring operational and service excellence. The STL, Rx will manage, inspire, and coach a team of Front Store crew and management positions, driving sales, service, loyalty, and compliance improvements. They will maintain a safe working environment, oversee training, and foster a #OneTeam mentality with in-store teams. The role requires pharmacy technician licensure, flexible scheduling, and the ability to lift up to 50 lbs. Benefits include medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, and PTO.

CA-WA Mortgage Retail Sales Consultant (SAFE)

Company: Wells Fargo

Location: Rancho Cucamonga, CA

Posted Jan 24, 2025

Wells Fargo is hiring for a CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending. The role involves soliciting residential mortgages, producing high-quality loans, and providing excellent customer service. The candidate will build relationships with various professionals, stay updated on industry trends, and present loan recommendations. Required qualifications include 2+ years of Mortgage Retail Sales experience, strong communication skills, and knowledge of sales prospecting. The position requires SAFE registration and compliance with CFPB qualification requirements. Benefits include health benefits, 401(k) plan, paid time off, and more.

Maintenance Manager - Lease-Up

Company: Bozzuto

Location: Alameda, CA

Posted Jan 24, 2025

Bozzuto, a company focused on designing, building, managing, and maintaining unique residences, is seeking a Maintenance Manager. The role involves leading by example, hiring and developing staff, ensuring resident satisfaction, managing maintenance issues, and maintaining building efficiency. Bozzuto values its employees, offering competitive compensation, health benefits, paid leave, retirement planning, and tuition reimbursement. The ideal candidate should have trades education, extensive maintenance experience, supervisory skills, and relevant certifications.

PGIM Real Estate - US Transactions, Investment Vice President, Industrial (Hybrid | Los Angeles or San Francisco, CA)

Company: Prudential Financial

Location: San Francisco, CA

Posted Jan 24, 2025

PGIM, the Global Asset Management business of Prudential, is seeking an Investment Vice President for their US Transactions function, focusing on industrial investments nationally. The role involves identifying new investment opportunities, driving portfolio strategy, and managing a small team of junior professionals. The successful candidate will work closely with the head of industrial investments, handle all aspects of due diligence, underwriting, and negotiation, and develop relationships with industry players. The ideal candidate will have a Bachelor's degree, 8+ years of commercial real estate investment experience, and strong interpersonal, communication, and analytical skills.

Financial Advisor - Career Change Opportunity

Company: Edward Jones

Location: Oakland, CA

Posted Jan 24, 2025

Edward Jones is offering a career as a financial advisor, where you can develop your own practice, supported by a team and a long-standing company history. The role involves partnering with clients to achieve their financial goals, from retirement to education funding. The company values an inclusive environment and offers comprehensive training, a support network, and a compensation package tied to effort and performance. Key responsibilities include building client relationships, understanding their needs, and overseeing branch processes. Benefits include medical coverage, a 401k plan, and flexible scheduling.

AVP, Hyperscalers (GCP)

Company: ServiceNow

Location: Santa Clara, CA / Remote

Posted Jan 24, 2025

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

Related Pages