Retirement Plan Advisor

NFP, an Aon company; Minneapolis (MN); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) match

Discount programs

Health & wellness programs

Performance-based incentives

Job summary

NFP in Minneapolis seeks a Retirement Plan Advisor to manage an existing book of 30–50 plan clients, focusing on service delivery rather than new sales. This salaried role includes a retention bonus and potential commissions if licensed.

You will lead client reviews, handle plan design and compliance questions, coordinate with recordkeepers and auditors, and collaborate with teams to support participants.

Qualifications

• Minimum of 5 years’ experience in the retirement plan industry.
• Proficiency with retirement plan design and compliance requirements.
• Familiarity with core investment concepts, reporting, asset allocation.
• Exceptional presentation and communication skills.
• Strong commitment to client service, responsiveness, and teamwork.
• Proficiency with Microsoft Office Suite, CRM systems, and meetings via MS Teams/Zoom.

Responsibilities

• Ongoing relationship management with assigned clients
• Leading quarterly investment reviews with plan sponsor clients
• Addressing client inquiries related to compliance and plan design while delivering proactive support
• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
• Working collaboratively with recordkeepers to create effective participant communication strategies
• The typical caseload for this role is 30–50 client relationships.

Skills

Relationship management

Presentation & communication

Client service orientation

Team collaboration

Tools

CRM systems

MS Teams/Zoom

MS Office

Job description

Summary

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held.

Key Responsibilities

• Ongoing relationship management with assigned clients
• Leading quarterly investment reviews with plan sponsor clients
• Addressing client inquiries related to compliance and plan design while delivering proactive support
• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
• Working collaboratively with recordkeepers to create effective participant communication strategies
• The typical caseload for this role is 30–50 client relationships.

Required Experience & Characteristics

• Minimum of 5 years’ experience in the retirement plan industry
• Proficiency with retirement plan design and compliance requirements
• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
• Exceptional presentation and communication skills
• Strong commitment to client service, responsiveness, and team collaboration
• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom

Required Licenses

• Series 65 license required
• Life & Health insurance licenses are recommended but not mandatory

What We Offer

Competitive salary ($70,000–$115,000), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and performance-based incentives. Base salary offered will consider experience, credentials, education, certifications, skill level, scope, and geographic location.

Equal Employment Opportunity

NFP is an inclusive Equal Employment Opportunity employer.