Junior Retirement Plan Advisor: Launch Your Finance Career

NFP Corp; Charlotte (NC); On-site; USD 50,000 - 60,000; Full time

Job summary

NFP is hiring an entry-level Retirement Plan Consultant to support retirement plan clients, assist with service needs, reporting, and plan administration. Working with Senior Advisors, you will build knowledge in retirement plans, investments, and client operations.

You'll gain exposure to investment monitoring, plan transitions, and reporting, with opportunities to develop expertise and grow within financial services.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or Accounting.
• Proficiency with Microsoft Office Suite, especially Excel, Word, and PowerPoint.
• Interest in retirement plans, investments and financial services.

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 help prepare meeting materials and presentations.
• Communicate retirement plan concepts clearly to clients and support reporting processes.
• Support conversion and implementation projects for new and transitioning retirement plans.
• Prepare reports, spreadsheets, and presentations using Microsoft Office.

Skills

retirement plans

investments

customer service

organization

communication

Education

Bachelor's degree in Business, Finance, Economics, Accounting

Tools

Microsoft Office Suite

Databases

Reporting tools

Job description

NFP is hiring an entry-level Retirement Plan Consultant to support retirement plan clients, assist with service needs, reporting, and plan administration. Working with Senior Advisors, you will build knowledge in retirement plans, investments, and client operations.

You'll gain exposure to investment monitoring, plan transitions, and reporting, with opportunities to develop expertise and grow within financial services.