Jr Retirement Plan Advisor (Hybrid)
NFP Corp•Charlotte, NC
•$50,000 - $60,000•Hybrid
About The Position
The entry-level Retirement Plan Consultant is responsible for supporting retirement plan consulting, client service, investment reporting, and plan administration activities. This role provides an excellent opportunity for individuals interested in building a career in retirement plan advisory, investments, and financial services. Working closely with Senior Advisors, the Junior Retirement Plan Advisor will help support client relationships, retirement plan operations, investment analysis, and plan transition projects while developing technical expertise and industry knowledge.
Requirements
- Strong interest in retirement plans, investments, financial services, or wealth management.
- Comfortable working with databases, reporting tools, and technology platforms.
- Excellent organizational skills with strong attention to detail.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Strong interpersonal and customer service skills.
- Demonstrated initiative, curiosity, and commitment to professional development.
- Bachelor's degree in Business, Finance, Economics, Accounting, or a related field preferred.
- Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
Responsibilities
- Partner with Senior Advisors to support ongoing client relationships and day-to-day service needs.
- Assist in responding to client inquiries and coordinating follow-up actions.
- Participate in client meetings and support the preparation of meeting materials and presentations.
- Develop the ability to effectively communicate retirement plan concepts and industry best practices to clients.
- Support investment monitoring activities and reporting processes.
- Help ensure accuracy and consistency of client reporting deliverables.
- Develop technical knowledge of retirement plan administration, operations, investments, pricing structures, and regulatory considerations.
- Support conversion and implementation projects for new and transitioning retirement plans.
- Coordinate project-related activities, timelines, and documentation to ensure successful plan transitions.
- Maintain accurate records of client, investment, and plan information.
- Prepare reports, spreadsheets, and presentations using Microsoft Office applications.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
