Senior Retirement Plan Advisor

AON; North Bethesda (MD); On-site; USD 75,000 - 132,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

AON is seeking a qualified Senior Retirement Plan Advisor in North Bethesda, MD. This role focuses on managing client relationships and delivering exceptional service.

Key responsibilities include conducting investment reviews and addressing compliance inquiries. Candidates should have 5+ years of experience in the retirement plan industry. A competitive salary range of $75,000 – $132,000 is offered, along with benefits like PTO and 401(k).

Qualifications

• 5+ years of experience in the retirement plan industry.
• Proficient knowledge of retirement plan design and compliance requirements.
• Strong commitment to client service and team collaboration.

Responsibilities

• Manage ongoing relationships with assigned clients.
• Lead quarterly investment reviews with plan sponsors.
• Serve as the primary contact between clients and service providers.

Skills

Relationship management

Investment knowledge

Presentation skills

Client service

Microsoft Office Suite

Education

Minimum 5 years in retirement plans or 10+ years preferred

Tools

CRM systems

MS Teams/Zoom

Job description

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Who We Are:

We are seeking a qualified professional for the position of Senior 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. Senior 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 (10+ years preferred)
• Proficient knowledge of 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:

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 $75,000 – $132,000. 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.