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.

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 65 license and are open-minded to regional travel.

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

· Responsible for coordinating data collection and presentation preparation for client meetings.

· Conduct investment analysis on plan investment options.

· Manage all internal reporting/tracking components required of the retirement department

· 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

General:

· Provide progress reports as needed

· Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc.

· Attend and participate in Internal meetings as needed.

· Exercise positive interaction and cooperation with internal staff and senior management.

· Participate in team assignments and special projects as needed.

· Exhibit a willingness to take on new projects and responsibilities.

· Share knowledge and experience with staff.

· 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.

Qualifications

· Bachelor’s degree in a specialized field such as accounting, business, finance, other related field. Experience in lieu of degree will be considered.

· Minimum of three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting. Possession of a QKA, APA, ERPA or CPA is a plus; Microsoft Office skills required.

· Effective oral, written, interpersonal and computer software skills. Proven organizational and problem-solving skills. Communicate interactively with team members and other support staff.

· A sense of urgency and a commitment to timely completion of projects. Attention to detail along with a commitment to quality and confidentiality. Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy

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 $65,000 – $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.