Retirement Plan Advisor

NFP
Any Location, MN
Category Finance
Job Description
We are seeking a qualified professional for the position of Retirement Plan Advisor to manage and nurture established client relationships, primarily focusing on service delivery rather than business development.

Requirements

  • Minimum of 5 years' experience in the retirement plan industry
  • Proficiency with retirement plan design and compliance requirements
  • Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
  • Series 65 license required
  • Life & Health insurance licenses are recommended but not mandatory

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
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