Jr Retirement Plan Advisor

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

Job summary

NFP, an Aon company, in Charlotte, NC is seeking a Retirement Plan Operations Associate. You will develop technical knowledge of retirement plan operations, investments, pricing, and client service processes while supporting quarterly investment reports and client materials.

You will also assist with conversion projects and maintain pricing and provider information, partnering with Senior Advisors to support day-to-day service.

Qualifications

• No retirement plan experience required; a general understanding of investments or limited financial services experience is preferred.
• Self-motivated, curious, and committed to learning and professional growth.
• Customer-service oriented and the willingness to work effectively in a team environment.
• Capacity to develop strong communication skills, including the ability to explain complex topics clearly and lead meetings with key client decision-makers.
• Excellent organization, time management skills, and attention to detail to manage multiple priorities and follow through on assigned tasks.
• Series 65 securities license required prior to independently servicing client business.
• Life and Health insurance license recommended, but not required.

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.

Job description

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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

• 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-today service needs.


• Perform database entry, reporting support, and general administrative tasks as needed.

Key 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-today service needs.


• Perform database entry, reporting support, and general administrative tasks as needed.

Experience And Characteristics

• No prior retirement plan experience is required; a general understanding of investments or limited financial services experience is preferred.


• Self-motivated, curious, and committed to learning and professional growth.


• Customer-service oriented and the willingness to work effectively in a team environment.


• Capacity to develop strong communication skills, including the ability to explain complex topics clearly and lead meetings with key client decision-makers.


• Excellent organization, time management skills, and attention to detail to manage multiple priorities and follow through on assigned tasks.


• Proficiency with Microsoft Office Suite and comfortable working with computer databases and reporting systems. Required Licenses


• Series 65 securities license required prior to independently servicing client business.


• Life and Health insurance license recommended, but not required.

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 $60,000- $70,000. 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.