Jr Retirement Plan Advisor

Aon plc; Charlotte (NC); Presencial; USD 60.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer-service oriented

Strong communication skills

Time management

Attention to detail

Team collaboration

Microsoft Office

Herramientas

Microsoft Office Suite

Descripción del empleo

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.

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. Required

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.