Senior Retirement Plan Advisor
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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.
Senior Retirement Plan Advisor
We are seeking a qualified professional for the position of Senior Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held.
Key Responsibilities:
• Ongoing relationship management with assigned clients
• Leading quarterly investment reviews with plan sponsor clients
• Addressing client inquiries related to compliance and plan design while delivering proactive support
• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
• Working collaboratively with recordkeepers to create effective participant communication strategies The typical caseload for this role is 30–50 client relationships.
Required Experience/Characteristics:
• Minimum of 5 years’ experience in the retirement plan industry (10+ years preferred)
• Proficient knowledge of retirement plan design and compliance requirements
• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
• Exceptional presentation and communication skills
• Strong commitment to client service, responsiveness, and team collaboration
• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom
Required Licenses:
• Series 65 license required
• Life & Health insurance licenses are recommended but not mandatory
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 $75,000 – $132,000. 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.
Share This
NFP est un employeur qui offre l’égalité des chances à tous les employés et candidats à l’emploi, sans distinction de race, de couleur, de religion, de sexe, d’orientation sexuelle, d’identité de genre, d’âge, d’origine nationale, de handicap, de prédisposition génétique ou de statut de porteur, ou de toute autre caractéristique protégée par la législation fédérale ou provinciale. L’entreprise s’engage à respecter cette politique en matière de recrutement, d’embauche, de placement, de promotion, de transfert, de formation, de rémunération, d’avantages sociaux, d’activités des employés et de traitement général pendant l’emploi. Il est attendu de tous nos employés connaissent cette politique et qu’ils créent un environnement sensible et respectueux de tous les individus. test