Senior Retirement Plan Advisor

NFP•Atlanta, GA

3d•$75,000 - $132,000

About The Position

We are seeking a qualified professional for the position of Senior 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. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held. The typical caseload for this role is 30–50 client relationships.

Requirements

Minimum of 5 years’ experience in the retirement plan industry (10+ years preferred)
Proficient knowledge of 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

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