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Retirement Plan Advisor

AON

Plymouth, MNFull-time$70–115K/yrPosted 1mo agoSeen in employer's feed 5 days ago
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At a glance

Compensation
$70–115K/yr
Location
Plymouth, MN
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Series 65 License

Job overview

AON is hiring a Retirement Plan Advisor. NFP, an Aon company, is seeking a Retirement Plan Advisor to independently manage and nurture established client relationships. This salaried position focuses on service delivery rather than business development, with advisors assuming responsibility for clients after the sales process or transition. The role includes a revenue-based retention bonus, and advisors may earn commissions for pursuing new business opportunities if licensed.

Key focus areas include Manage ongoing relationships with assigned clients, Lead quarterly investment reviews with plan sponsor clients, and Address client inquiries related to compliance and plan design.

Successful candidates bring 5+ Years Retirement Plan Experience and Series 65 License. Important skills include Retirement Plan Design, Compliance Requirements, Investment Concepts, Reporting, Asset Allocation, and Securities Market Understanding.

Skills & qualifications

RequiredNice to have

Skills

Retirement Plan DesignCompliance RequirementsInvestment ConceptsReportingAsset AllocationSecurities Market UnderstandingPresentation SkillsCommunication SkillsClient ServiceResponsivenessTeam CollaborationMicrosoft Office SuiteCRM SystemsMicrosoft TeamsZoom

Qualifications

5 Years Retirement Plan Industry ExperienceSeries 65 LicenseLife & Health Insurance Licenses

Benefits

Paid Time Off
401(k) Match
Medical Insurance

Full job description

Posting Description

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.

Summary:

We are seeking a qualified professional for the position of 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. 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

  • Proficiency with 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 $70,000 to $115,000. 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.

#LI-JS3

#LI-JS3

PLANA015364

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.

Summary:

We are seeking a qualified professional for the position of 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. 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

  • Proficiency with 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 $70,000 to $115,000. 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.

#LI-JS3

#LI-JS3

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