Senior Retirement Plan Advisor
NFP, an Aon company, Bethesda, MD, United States
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are consultative advisors and problem solvers who help companies and individuals worldwide 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 (typical caseload 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 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. The base salary range for this position is $75,000 – $132,000. The base salary offered will be determined by factors such as experience, credentials, education, certifications, skill level, 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 is an inclusive Equal Employment Opportunity employer.
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NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are consultative advisors and problem solvers who help companies and individuals worldwide 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 (typical caseload 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 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. The base salary range for this position is $75,000 – $132,000. The base salary offered will be determined by factors such as experience, credentials, education, certifications, skill level, 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 is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr