NFP, an Aon company · 3 hours ago
Senior Plan Advisor
Tallahassee, FL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $115K/yr
5+ years expNFP Corp, through its Wealthspire Advisors division, is an independent registered investment advisory firm based in New York City. They are seeking a Senior Plan Advisor to manage strategic planning and consulting for retirement plans, focusing on client relationships and compliance issues.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Establish, maintain, and nurture client relationships (front line and decision makers)
Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client
Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met
Independently consult and advise with clients on complex retirement plan issues
Address, resolve, follow-up and communicate resolutions to clients
Responsible for coordinating data collection and presentation preparation for client meetings
Conduct investment analysis on plan investment options
Manage all internal reporting/tracking components required of the retirement department
Exercise positive interaction and cooperation with internal staff and senior management
Participate in team assignments and special projects as needed
Operate in accordance with established Wealthspire internal protocol and procedures
Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
Provide progress reports as needed
Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc
Attend and participate in internal meetings as needed
Exercise positive interaction and cooperation with internal staff and senior management
Participate in team assignments and special projects as needed
Exhibit a willingness to take on new projects and responsibilities
Share knowledge and experience with staff
Operate in accordance with established Wealthspire internal protocol and procedures
Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients
Qualification
Required
Bachelor's degree in a specialized field such as accounting, business, finance, other related field. Experience in lieu of degree will be considered
Minimum of five (5) years of directly related work experience in the field of retirement plan administration and consulting
Possession of industry-specific designations and credentials is a plus
Microsoft Office skills required
Effective oral, written, interpersonal and computer software skills
Proven organizational and problem-solving skills
Communicate interactively with team members and other support staff
A sense of urgency and a commitment to timely completion of projects
Attention to detail along with a commitment to quality and confidentiality
Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy
Preferred
FINRA Series 65 license and are open-minded to regional travel
Benefits
PTO & paid holidays
401(k) with match
Performance-based incentives
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