Senior Retirement Plan Advisor

NFP
Bethesda, MD
Category Finance
Job Description
We are seeking a Senior Retirement Plan Advisor to manage and nurture established client relationships, focusing on service delivery. Advisors will lead quarterly investment reviews, address client inquiries, and work with recordkeepers to create effective participant communication strategies.

Requirements

  • 5+ years of experience in the retirement plan industry
  • Series 65 license required
  • Life & Health insurance licenses are recommended but not mandatory
  • 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

Benefits

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