Retirement Plan Coordinator & Service Advisor

About Colton Groome Financial
Colton Groome is Western North Carolina's oldest independent financial planning firm, founded in Asheville in 1950 and now led by its third generation. The Retirement Plan Team serves 105–110 business clients — from startups to large firms — with in-house TPA depth that's rare in the region, and concierge-level care for sponsors and participants alike.

The Role

A blended seat at the center of the Retirement Plan Team: about 60% hands-on plan administration and 40% client-facing service to start, growing toward lead advisory over time. You'll manage 40–60 accounts, own calendar-driven work end-to-end, and be the reliable middle of the pipeline that frees the lead advisors to focus on their clients and growth. It is not a sales or book-building role.

What You'll Do

• Own the compliance calendar: 5500s, NDT/ADP-ACP testing, notices, distributions, loans, hardships, audit support
• Coordinate day-to-day plan service across ~20 recordkeeper platforms
• Serve sponsors and participants directly — responsive, relatable, from C-suite to hourly employees
• Run enrollment and employee-education meetings (grows over time)
• Handle heavy email and personalized follow-up; close loops before anyone asks
• Manage vendor and recordkeeper communications with detail and reliability

The Path

This is the middle pipeline between junior and lead advisor — a genuine growth seat. Strong performers deepen into plan-service ownership, group education, and lead advisory work. The firm sponsors your Series 65 and supports the retirement-plan credential path (QPFC / CPFA / QKA / AIF).

Who We're Looking For

• 2–7 years in retirement-plan administration, service, or adjacent client-facing benefits work
• Owns ambiguous, recurring work and drives it to done without being chased — our #1 trait
• Detail- and deadline-disciplined in a highly regulated environment and genuinely energized by daily, face-to-face people contact
• Team-first, high-retention service instinct; no ego, no client-hoarding
• Built or owned a process somewhere — not only followed a corporate playbook
• Resourceful with modern tools (including AI) to move fast across new systems

Nice to Have

• Series 65 (firm will sponsor) and/or a NAPA/ASPPA credential (QPFC, CPFA, QKA, AIF)
• Recordkeeper, TPA, wholesaler, CSA, or plan-consultant background
• Multi-recordkeeper exposure; group-education comfort (coachable is fine)

Compensation

$75,000–$105,000 plus profitability bonus. Firm sponsors Series 65 and supports credentialing.

Location & Rhythm

Fully in-person in Asheville / Western NC — no remote or hybrid. Variable schedule with some early-morning enrollment meetings and occasional evenings; roughly 95% of clients sit within a two-hour drive. Relocation is supported and expected for candidates outside the area.