Senior Retirement Plan Advisor

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and a WORK180-endorsed employer. We are an organization of consultative advisors and problem solvers, helping companies and individuals globally address risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.

About the role

This salaried position 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. The role includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions if appropriately licensed.

Responsibilities

• Ongoing relationship management with assigned clients (typical caseload: 30–50 client relationships)
• 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

Requirements

• 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

Qualifications

• Series 65 license required
• Life & Health insurance licenses recommended but not mandatory

Benefits

• Competitive salary
• Paid time off (PTO) and paid holidays
• 401(k) with company match
• Exclusive discount programs
• Health and wellness programs

Pay

The base salary range for this position is $75,000 – $132,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. This position may also be eligible for performance-based incentives.