Retirement Plan Advisor
Listed on 2026-07-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
- 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
- Series 65 license required
- Life & Health insurance licenses are recommended but not mandatory
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 OpportunityNFP is an inclusive Equal Employment Opportunity employer.
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