Who We Are NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK 180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments... more details
Who We Are
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:
The Jr. Plan Advisor position is designed to provide the necessary skill set an employee would need to independently service a book of retirement plan clients in the future. The role consists of rotating through three primary specialist roles within the retirement plan division: Investment Analyst, Conversion Manager, and Plan Pricing Specialist. Once each of these roles is mastered, the plan advisor will be eligible for promotion to a Sr. Advisor, at which time they will take the lead on managing client relationships. This role is designed to be a learning position to prepare for a long-tenured career within the organization. Applicants should be self-motivated to learn and grow.
The Jr. ERISA specialist role is a learning role in which the employee will be following a training curriculum designed by the existing NFP ERISA specialist team to become fully immersed in ERISA law and best practices
The Jr. ERISA specialist will be expected to research and respond to general ERISA inquires from plan advisors across all of NFP Retirement Nationally, and eventually assist in the development of client-facing content related to new legislation and litigation updates.
The Jr. Plan Advisor/ Jr. ERISA specialist role is a salaried position, but comes with a revenue based retention bonus.
Job Responsibilities:
Field ERISA questions as needed
Prepare ERISA guidance related presentation materials
Assisting in the preparation of quarterly investment reporting
Conversion project management
Collecting plan pricing and investment information
Database entry and administrative support
Support to current Sr. Advisors in client relationship management where needed
Required Experience/ Characteristics:
No experience required, but general understanding of investments and limited financial industry experience preferred.
Must be customer-service oriented, and work well in a team environment
Willingness and ability to learn on the job
Very good organization skills
Ability to work with computer databases and Microsoft Office Suite
Education Requirements:
Bachelors degree required
Law degree required
Required Licenses:
Series 65 (must be obtained within the 2nd year of employment & required to independently service business)
Multi-State Bar Exam required
Life & Health license is recommended, but not required.
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
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