Growth-Oriented Retirement Plan Consultant

AON PLC; Charlotte (NC); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP is seeking an entry-level Retirement Plan Consultant to support retirement plan consulting, client service, investment reporting, and plan administration while learning from Senior Advisors.

This role offers exposure to client relationships, plan transitions, and reports using Microsoft Office; ideal for those pursuing a career in retirement plans and financial services. Base salary ranges from $50,000 to $60,000 with potential incentives.

Qualifications

• Bachelor's degree in business/finance/economics or related field.
• Proficiency in MS Office, especially Excel, Word, PowerPoint.
• Interest in retirement plans and financial services.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Support ongoing client relationships and day-to-day service needs with Senior Advisors.
• Assist in responding to client inquiries and coordinating follow-up actions.
• Participate in client meetings and help prepare meeting materials and presentations.
• Communicate retirement plan concepts and industry best practices to clients.
• Support investment monitoring activities and reporting processes.
• Help ensure accuracy and consistency of client reporting deliverables.
• Develop knowledge of retirement plan administration, operations, investments, pricing, and regulatory considerations.
• Coordinate project-related activities for new and transitioning retirement plans.
• Maintain accurate records of client, investment, and plan information.
• Prepare reports, spreadsheets, and presentations using Microsoft Office tools.

Skills

Interest in retirement plans

Organizational skills

Multitasking

Customer service

Communication skills

Education

Bachelor's degree in Business, Finance, Economics, Accounting, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

NFP is seeking an entry-level Retirement Plan Consultant to support retirement plan consulting, client service, investment reporting, and plan administration while learning from Senior Advisors.

This role offers exposure to client relationships, plan transitions, and reports using Microsoft Office; ideal for those pursuing a career in retirement plans and financial services. Base salary ranges from $50,000 to $60,000 with potential incentives.