Retirement Plan Advisor

Aon
United States
Workplace: HybridFull timeUSD 70,000 - 115,000 annuallyFunction: Consulting & AdvisoryExperience: 5+ yearsSkills: ["Client service","Communication","Responsiveness","Presentation","Team collaboration"]

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.

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FursaFursa
Aon
Aon
2 months ago

Retirement Plan Advisor

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Last checked: 6 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
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