At a Glance
- Tasks: Manage client relationships and provide expert retirement plan advice.
- Company: Join a top-rated workplace focused on people-first solutions.
- Benefits: Enjoy competitive salary, PTO, 401(k) match, and wellness programs.
- Other info: Inclusive culture with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: 5+ years in retirement planning and strong communication skills.
The predicted salary is between 70000 - 115000 £ per year.
Plymouth, MN 55441, USA
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.
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.
Required Experience/Characteristics:
- 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
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 $70,000 to $115,000. 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 is an inclusive Equal Employment Opportunity employer.
Retirement Plan Advisor in Plymouth employer: National Financial Partners Corp.
NFP, an Aon company, is a distinguished employer recognised for its PeopleFirst culture and commitment to employee well-being. Located in Plymouth, MN, we offer competitive salaries, generous PTO, and robust health and wellness programmes, fostering an environment where professional growth and meaningful client relationships thrive. Join us to be part of a collaborative team that prioritises service excellence and personal development in the retirement planning sector.
Contact Details:
National Financial Partners Corp. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Retirement Plan Advisor in Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the retirement plan industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at NFP.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of retirement plan design and compliance. We want to see you shine, so practice explaining complex concepts in simple terms – it shows you’re a true advisor!
✨Tip Number 3
Don’t forget to showcase your client service skills! During interviews, share examples of how you've successfully managed client relationships and resolved issues. This is key for the Retirement Plan Advisor role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Retirement Plan Advisor in Plymouth
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Retirement Plan Advisor role. Highlight your experience in relationship management and retirement plan compliance, as these are key aspects of the job.
Showcase Your Skills:Don’t forget to emphasise your exceptional communication and presentation skills. We want to see how you can effectively engage with clients and service providers, so share relevant examples from your past experiences.
Be Personable:Remember, we’re all about a people-first approach! Let your personality shine through in your application. Show us that you’re not just qualified, but also someone who genuinely cares about client relationships.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at NFP!
How to prepare for a job interview at National Financial Partners Corp.
✨Know Your Stuff
Make sure you brush up on your knowledge of retirement plan design and compliance requirements. Familiarise yourself with core investment concepts and be ready to discuss how these apply to the role. This will show that you're not just a candidate, but a knowledgeable advisor.
✨Client-Centric Mindset
Since this role focuses heavily on client relationship management, think about examples from your past where you've successfully nurtured client relationships. Be prepared to share how you’ve addressed client inquiries and provided proactive support in previous roles.
✨Presentation Skills Matter
You’ll likely need to lead quarterly investment reviews, so practice your presentation skills. Use clear, concise language and be ready to explain complex concepts in an easy-to-understand way. Consider doing a mock presentation to a friend or family member for feedback.
✨Tech Savvy is Key
Familiarity with Microsoft Office Suite and CRM systems is essential. If you have experience with MS Teams or Zoom, be ready to discuss how you've used these tools effectively in your previous roles. Highlight any specific strategies you've employed to enhance communication with clients.
