Retirement Plan Advisor

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: We are seeking a talented Retirement Plan Advisor to independently manage the strategic planning, consulting, guidance, marketing, investment analysis and servicing of assigned book of retirement business. Ideally, you will hold or have previously earned a FINRA Series 6, 63, or 65 license and are open-minded to regional travel.

Essential Duties and Responsibilities: The statements below are intended to describe the general nature and level of work being performed by people assigned to do this job and not intended to be an exhaustive list of all responsibilities and duties.  May perform other duties as assigned or required.

• Establish, maintain, and nurture client relationships (front line and decision makers)
• Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client
• Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met
• Independently consult and advise with clients on complex retirement plan issues
• Address, resolve, follow-up and communicate resolutions to clients; update Salesforce to track issues and resolution
• Responsible for coordinating data collection and presentation preparation for client meetings
• Conduct investment analysis on plan investment options
• Coordinate and conduct employee education meetings
• Manage all internal reporting/tracking components required of the retirement department including CRM database account set up and upkeep, revenue report preparation, electronic and hard copy file maintenance, etc
• Exercise positive interaction and cooperation with internal staff and senior management.
• Participate in team assignments and special projects as needed
• Operate in accordance with established NFP internal protocol and procedures
• Understand and represent the services provided by NFP, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients

Requirements: 

• Minimum 4-7 years of retirement experience required
• Series 65 or 66 required
• Life & Health licenses a plus
• Bachelor’s degree preferred

What We Offer:

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $120,000 to $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.