Advisor-Retirement
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.
We currently have an opening for a Sr. Retirement Plan Advisor. Retirement plan advisors are employees who independently service and grow existing client relationships with limited responsibilities for business development. Typically, advisors are assigned to the client after the sales process is complete or have had the relationship transferred to them by an existing Advisor.
The Sr. Advisor role is a salaried position, but comes with a revenue based retention bonus. All Sr. Advisors are encouraged to prospect and build their own book of business on which they are able to earn commissions on if appropriately licensed.
The Sr. Retirement Plan Advisor will be responsible for:
- Quarterly investment reviews with clients
- Relationship Management
- Fielding retirement compliance and plan design questions with plan vendor assistance
- Potential for growth to a managerial position leading an advisory team
On average, the Retirement Plan Advisor will have a book of 30-50 clients for whom he/she is responsible for.
Required Experience/ Characteristics:
- A minimum of 5 years’ experience in the retirement plan industry, 10+ is preferred
- Must be knowledgeable regarding retirement plan design and compliance requirements
- Must be knowledgeable regarding basics of investing and asset allocation, and a general understanding of the securities market
- Top notch presentation skills
- Must be customer service oriented, and work well in a team environment
- Ability to work with computer databases and Microsoft Office Suite
Required Licenses:
- Series 65
- Life & Health license is recommended, but not required
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 $125,000 – $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.
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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