Aon

3 weeks ago

Retirement Plan Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Manage and nurture established retirement plan client relationships with a strong focus on service delivery. Lead quarterly investment reviews, address client inquiries on compliance and plan design, and coordinate with recordkeepers, TPAs, and auditors as the primary contact. Support effective participant communications with plan providers while carrying a caseload of 30–50 relationships, leveraging Microsoft Office, CRM tools, and virtual meeting platforms.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Independently manage and nurture assigned client relationships.
•Lead quarterly investment reviews with plan sponsor clients.
•Address client inquiries related to compliance and plan design while providing proactive support.
•Serve as the primary contact between clients and service providers (recordkeepers, TPAs, auditors).
•Collaborate with recordkeepers to develop effective participant communication strategies.

Pay and Benefits

Salary: USD 70,000 - 115,000 annually

Perks:401kPaid Leave

Key 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 general understanding of the securities market.
•Exceptional presentation and communication skills with a strong commitment to client service.
•Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom, plus a required Series 65 license.

Experience:5+ years

Skills:Client serviceCommunicationResponsivenessPresentationTeam collaboration

Licenses:Series 65

Tech Stack:Microsoft OfficeCRMMS TeamsZoom

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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