Retirement Plan Jobs in PHOENIX, Arizona

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

Merrill Financial Solutions Advisor - Phoenix Market

Company: Merrill

Location: Phoenix, AZ

Posted Jan 23, 2025

Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients to understand their investment goals, and building a sustainable book of business. The position requires SAFE Act registration. The successful candidate will receive training, mentorship, and opportunities for professional growth within Merrill Wealth Management. Required qualifications include Series 7 & 66 licenses, two years of financial service industry experience, and strong relationship-building skills.

Eligibility Consultant (Phoenix, AZ)

Company: CVS Health

Location: Phoenix, AZ

Posted Jan 23, 2025

CVS Health is seeking a Customer Service representative with 3+ years of experience in a call center environment and proficiency in Microsoft Office. The role involves verifying enrollment status, making changes to member records, and resolving eligibility issues. The candidate will also coordinate with clients, vendors, and the IT department, ensuring all transactions interface correctly with downstream systems. Healthcare experience, especially with Medicaid or Medicare, is preferred. The pay range is $17.00 - $28.46, and the company offers comprehensive benefits including medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, and education assistance.

Certified Pharmacy Technician

Company: Walgreens

Location: Phoenix, AZ

Posted Jan 23, 2025

The role involves assisting the pharmacist in the practice of pharmacy, adhering to state, federal, and company regulations. Duties include using pharmacy systems for patient and drug information, processing prescriptions, and maintaining pharmacy systems. The individual will also engage customers, resolve issues, and ensure a positive experience. They will report errors immediately, adhere to company policies, and assist in inventory management. PTCB certification is preferred but not required. The role requires flexibility, good math and computer skills, and knowledge of store inventory control. The salary range is $17.5 - $21 hourly.

Quickly Build Practice in Lakefront Arizona Community

Company: Lifepoint Health

Location: Lake Havasu City, Arizona

Posted Jan 23, 2025

Havasu Regional Medical Center is recruiting a BC/BE Urologist for a thriving practice in Lake Havasu City, AZ. The center, a 171-bed facility with advanced medical technology, offers a broad range of services and a strong referral base. The incoming physician can expect to quickly grow a successful practice. The recruitment package includes base salary, production incentive, CME allowance, sign-on bonus, medical debt assistance, relocation allowance, health benefits, retirement plan, and practice growth assistance. Lake Havasu City, located on the Colorado River, provides a high quality of life with easy access to metropolitan amenities, great schools, arts, culture, and outdoor activities.

Certified Pharmacy Technician

Company: Walgreens

Location: Phoenix, AZ

Posted Jan 23, 2025

Manager Financial Crimes Testing

Company: City National Bank

Location: Phoenix, AZ

Posted Jan 23, 2025

The BSA/OFAC Testing Manager position at City National Bank offers a great opportunity for career growth in a stable and expanding organization. The role involves managing a team of BSA Risk Analysts to execute the BSA/OFAC Testing/Monitoring Program, assessing controls, and analyzing testing results. The position also includes communicating findings to senior management and maintaining the testing program considering industry developments and regulatory changes. The ideal candidate should have a Bachelor's Degree, minimum 5 years of BSA/OFAC focus experience, and ACAMS CAMS certification. Strong knowledge of BSA/AML and OFAC regulations, risk management practices, and proficiency in Microsoft Office Suite are required. The role offers a competitive base salary and potential for bonus or commissions.

Senior Lead Business Strategy Consultant - Diverse Segments Representation and Inclusion

Company: Wells Fargo

Location: Phoenix, AZ

Posted Jan 23, 2025

Wells Fargo is looking for a Senior Consultant to lead the strategy for diversity, equity, and inclusion across various lines of business. The role involves influencing and executing DE&I strategy, including specific initiatives to advance equity for employees. The successful candidate will report to the Head of DE&I for Wealth and Investment Management, Consumer Lending, and Consumer and Small Business Banking. Key responsibilities include providing strategic consulting, developing and implementing recurring mechanisms to update business leaders on DE&I strategy progress, and leading data-driven discussions to implement recommendations. The ideal candidate should have 7+ years of business execution or strategic planning experience, 7+ years of diversity and inclusion experience, and 3+ years of strategy and planning experience.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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