Retirement Plan Advisor: Client Relationships & Plan Design

Work180; Plymouth (MN); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Discount programs

Job summary

NFP is seeking a Retirement Plan Advisor to independently manage established client relationships, focusing on service delivery. The role includes opportunities for commissions with proper licenses and a revenue-based retention bonus.

You will support clients after sales transitions and work with service providers to ensure smooth plan operations. The ideal candidate will have 5+ years in the retirement plan industry, strong communication skills, and proficiency with Microsoft Office and CRM

Qualifications

• Minimum of 5 years’ experience in the retirement plan industry.
• Series 65 license required.
• Life & Health licenses recommended but not mandatory.
• Exceptional presentation and communication skills.

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 (recordkeepers, TPAs, auditors).
• Collaborating with recordkeepers to create effective participant communication strategies.
• Manage a typical caseload of 30–50 client relationships.

Skills

Client relationship management

Communication

Presentation

Team collaboration

Problem solving

Tools

CRM systems

MS Teams/Zoom

Microsoft Office

Job description

NFP is seeking a Retirement Plan Advisor to independently manage established client relationships, focusing on service delivery. The role includes opportunities for commissions with proper licenses and a revenue-based retention bonus.

You will support clients after sales transitions and work with service providers to ensure smooth plan operations. The ideal candidate will have 5+ years in the retirement plan industry, strong communication skills, and proficiency with Microsoft Office and CRM