Junior Consultant

To apply, please e-mail resume to admin@bfsg.com


We are seeking a highly motivated, outgoing, customer service-oriented individual to grow our professional team, as well as a person with a strong desire to expand his/her career with a rapidly growing firm.The Junior Consultant position will act as liaison between the BFSG Lead Consultant and various mid-market clients.



  • Maintaining and enhancing relationships with existing clients primarily through the preparation of reports and RFP’s.
  • Researching and resolving client issues.
  • Support Lead Consultant in researching and making suggestions regarding plan design, new legislation and new regulations.
  • Maintaining client fiduciary files, including drafting meeting minutes.
  • Assisting with all aspects of the client relationship to ensure issues are addressed professionally and in a timely manner.
  • Coordinating telephone and in-person meetings with clients.

Qualifications / Desired Traits

  • 2+ years experience in retirement plan or financial industry
  • Exceptional planning and organizational skills
  • Proven ability to work independently and function effectively within a team environment
  • Demonstrated commitment to the production of high-quality work
  • Outstanding written and verbal communication skills
  • Project management skills
  • Proficient in Microsoft Word, Excel, PowerPoint, and Outlook


  • Salary – $40,000 – $60,000
  • Performance – based bonus
  • Medical benefits and 401(k) plan
  • PTO

Connect With Us

Financial Services Group BBB Business Review