NFP, an Aon company · 19 hours ago
Senior Retirement Plan Advisor
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$75K/yr - $132K/yr
5+ years expNFP, an Aon company, is a recognized leader in Business Insurance and is looking for a Senior Retirement Plan Advisor. This role focuses on managing and nurturing client relationships while providing proactive support and compliance guidance in retirement planning.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
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. The typical caseload for this role is 30–50 client relationships
Qualification
Required
Minimum of 5 years' experience in the retirement plan industry
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
Preferred
10+ years experience in the retirement plan industry
Life & Health insurance licenses are recommended but not mandatory
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase