Senior Retirement Plan Advisor

Senior Retirement Plan Advisor 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. 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 Required Experience/Characteristics 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 Required Licenses Series 65 license required Life & Health insurance licenses recommended but not mandatory What We Offer We provide a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $75,000 – $132,000, with adjustments based on experience, credentials, and geographic location. In addition to the base salary, the position may be eligible for performance‑based incentives. NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr Work180