Senior Retirement Plan Advisor | Client-Centric & Impactful

NFP Corp; 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

Job summary

NFP Corp, an award-winning organization, is seeking a Retirement Plan Advisor in Plymouth, Minnesota. This role focuses on managing established client relationships in a service-driven capacity. Responsibilities include leading quarterly investment reviews and addressing client inquiries regarding compliance.

The ideal candidate will have at least 5 years of experience in the retirement plan industry and skills in client service and communication. A competitive salary of $70,000 to $115,000 is being offered, along with comprehensive benefits.

Qualifications

• At least 5 years of experience in the retirement plan industry.
• Exceptional client service and responsiveness.
• Strong understanding of retirement plan design and compliance.

Responsibilities

• Manage relationships with 30-50 clients.
• Lead quarterly investment reviews.
• Address compliance and plan design inquiries.
• Collaborate with service providers for client support.

Skills

Client relationship management

Presentation skills

Communication skills

Proficiency in Microsoft Office Suite

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

MS Teams

Zoom

Job description

NFP Corp, an award-winning organization, is seeking a Retirement Plan Advisor in Plymouth, Minnesota. This role focuses on managing established client relationships in a service-driven capacity. Responsibilities include leading quarterly investment reviews and addressing client inquiries regarding compliance.

The ideal candidate will have at least 5 years of experience in the retirement plan industry and skills in client service and communication. A competitive salary of $70,000 to $115,000 is being offered, along with comprehensive benefits.