Retirement Plan Advisor — Client Relations & Compliance

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

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.