Retirement Plan Advisor: Client Relationships & Plan Design

Posted 11 days ago

work180 usaMinneapolis (MN)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

NFP is seeking a Retirement Plan Advisor to independently manage established client relationships, focusing on service delivery. The role includes opportunities for commissions with proper licenses and a revenue-based retention bonus. You will support clients after sales transitions and work with service providers to ensure smooth plan operations. The ideal candidate will have 5+ years in the retirement plan industry, strong communication skills, and proficiency with Microsoft Office and CRM #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.