Financial Coach

NFP•Telecommuter, MN

33d•$70,000 - $100,000

About The Position

NFP will provide access to the employees of our 401(k) and 403(b) corporate clients. The Advisor will provide employee education and leverage our proprietary financial wellness platform, NFP Financial Education, to help employees and create relationships and opportunities for wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. Advisor is expected to increase employee participation, increase employee deferrals, and provide investment education. Travel required. Training provided.

Requirements

Working knowledge of the Microsoft Office Suite
Building and managing client relationships
Retirement plan knowledge
Self-starter
Ability to multi-task and problem solve
Excellent written and verbal communication skills, hardworking, enthusiastic, positive attitude
College degree
2-4 years of experience preferred

Nice To Haves

Spanish language fluency is preferred
Securities licenses are preferred

Responsibilities

Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
Serve as primary point of contact and lead financial education for plan participants
Provide prompt, courteous, and excellent service.
Actively interact with clients and their employees to ensure we are delivering upon service expectations
Cross-sell all lines of business and services available at NFP
Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings
Consult with NFP’s ERISA teams to ensure proper compliance regarding all client matters
Respond to employee concerns.
Ensure questions or issues are resolved in an accurate and timely manner.
Additional duties as assigned.