Jr Retirement Plan Advisor

Aon•Charlotte, NC

About The Position

NFP, an Aon company, is seeking a Jr Retirement Plan Advisor to support retirement plan clients and develop technical knowledge of retirement plan operations, investments, pricing, industry best practices, and client service processes. The role assists Senior Advisors with client relationship management and day-to-day service needs, prepares investment reports and client materials, and supports conversion projects for new and transitioning retirement plans. It also involves maintaining and analyzing plan information, database entry, reporting support, and general administrative tasks. No prior retirement plan experience is required. A Series 65 securities license is required before independently servicing client business. A Life and Health insurance license is recommended but not required. The position offers a base salary range of $60,000–$70,000 and may be eligible for performance-based incentives. Salary offers are determined case by case based on factors including experience, credentials, education, certifications, skills, scope of the position, and geographic location.

Requirements

No prior retirement plan experience is required.
A general understanding of investments or limited financial services experience is preferred.
Self-motivated, curious, and committed to learning and professional growth.
Customer-service oriented and willing to work effectively in a team environment.
Able to develop strong communication skills, explain complex topics clearly, and lead meetings with key client decision-makers.
Excellent organization and time-management skills, attention to detail, and ability to manage multiple priorities and follow through on assigned tasks.
Proficiency with Microsoft Office Suite and comfort working with computer databases and reporting systems.
Series 65 securities license required prior to independently servicing client business.

Nice To Haves

A general understanding of investments or limited financial services experience.
Life and Health insurance license is recommended, but not required.

Responsibilities

Develop technical knowledge of retirement plan operations, investments, pricing, industry best practices, and client service processes.
Assist with preparing quarterly investment reports and related client materials.
Support conversion project management activities for new and transitioning retirement plans.
Collect, maintain, and analyze plan pricing, investment, and provider information.
Partner with Senior Advisors to support client relationship management and day-to-day service needs.
Perform database entry, reporting support, and general administrative tasks as needed.