Jr Retirement Plan Advisor (Hybrid)

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

Posting Description

Description

Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of the Role: The entry-level Retirement Plan Consultant is responsible for supporting retirement plan consulting, client service, investment reporting, and plan administration activities. This role provides an excellent opportunity for individuals interested in building a career in retirement plan advisory, investments, and financial services. Working closely with Senior Advisors, the Junior Retirement Plan Advisor will help support client relationships, retirement plan operations, investment analysis, and plan transition projects while developing technical expertise and industry knowledge.

Essential Duties and Responsibilities:

• Partner with Senior Advisors to support ongoing client relationships and day-to-day service needs.
• Assist in responding to client inquiries and coordinating follow-up actions.
• Participate in client meetings and support the preparation of meeting materials and presentations.
• Develop the ability to effectively 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 technical knowledge of retirement plan administration, operations, investments, pricing structures, and regulatory considerations.
• Support conversion and implementation projects for new and transitioning retirement plans.
• Coordinate project-related activities, timelines, and documentation to ensure successful plan transitions.
• Maintain accurate records of client, investment, and plan information.
• Prepare reports, spreadsheets, and presentations using Microsoft Office applications.

Knowledge, Skills, and/or Abilities:

• Strong interest in retirement plans, investments, financial services, or wealth management.
• Comfortable working with databases, reporting tools, and technology platforms.
• Excellent organizational skills with strong attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong interpersonal and customer service skills.
• Demonstrated initiative, curiosity, and commitment to professional development.

Education and/or Experience:

• Bachelor's degree in Business, Finance, Economics, Accounting, or a related field preferred.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.

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 $50,000 - $60,000. 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.