Entry-Level Retirement Plan Advisor

Aon plc; Charlotte (NC); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking a motivated professional to support retirement plan operations, investments, pricing, and client service processes. You will assist in preparing quarterly investment reports and materials, and help manage conversion projects for new and transitioning plans.

The role emphasizes client relationship support, teamwork, and strong communication. Proficiency in Microsoft Office and reporting systems is required, with Series 65 license anticipated before servicing

Qualifications

• No retirement plan experience required; general investments knowledge preferred.
• Self-motivated, curious, and committed to learning and professional growth.
• Customer-service oriented and able to work effectively in a team environment.
• Ability to explain complex topics clearly and lead meetings with key client decision-makers.
• Excellent organization and time management skills to handle multiple priorities.
• Proficiency with Microsoft Office Suite and reporting systems.

Responsibilities

• Develop technical knowledge of retirement plan operations, investments, pricing, industry best practices, and client service processes.
• Assist with the preparation of quarterly investment reports and related client materials.
• Support conversion project management activities for new and transitioning retirement plans.
• Collect, maintain, and analyze plan pricing, investment, and provider information.
• Partner with Senior Advisors to support client relationship management and day-to-day service needs.
• Perform database entry, reporting support, and general administrative tasks as needed.

Skills

Customer-service oriented

Strong communication skills

Time management

Attention to detail

Team collaboration

Microsoft Office

Tools

Microsoft Office Suite

Job description

NFP, an Aon company, is seeking a motivated professional to support retirement plan operations, investments, pricing, and client service processes. You will assist in preparing quarterly investment reports and materials, and help manage conversion projects for new and transitioning plans.

The role emphasizes client relationship support, teamwork, and strong communication. Proficiency in Microsoft Office and reporting systems is required, with Series 65 license anticipated before servicing