Investment Advisor – Wealth & Retirement

NFP, an Aon company

Investment Advisor enhancing client's financial futures at Wealthspire Advisors, managing individual financial consulting and education services for retirement plan participants.

Posted 6/11/2026full-timeAliso Viejo • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $110,000 per yearWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

financial consultingwealth managementretirement plansfinancial wellness programsparticipant educationfinancial servicesreport developmentplan metrics trackingproject management

Soft Skills

communication skillspresentation skillsattention to detailclient service attitudeteam playerentrepreneurial mindsetindependent managementprioritizationproblem-solving

Tools & Technologies

PowerPointrecordkeeper toolsweb-based coaching platforms

Certifications & Qualifications

Bachelor's Degree in FinanceSeries 65 license

Industry Keywords

financial wellnessplan health measuresenrollment strategiessavings ratesincome replacement goals

About the role

Key responsibilities & impact

Identify and cultivate individual financial consulting and wealth management opportunities.
Work closely with Wealthspire Plan Advisors and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
Work closely with recordkeeper partners to understand and leverage their tools and resources.
Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
Review individual participant’s allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
Review individual participant’s financial goals to assist with providing custom financial services or referrals.
Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
Handle plan sponsor and participant matters in a timely and efficient manner.
Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
Positive team player who works effectively within an entrepreneurial environment.

Requirements

What you’ll need

3-5 years of experience working with individual’s financial consulting, wealth management and/or retirement plans
Bachelor's Degree in Finance or related field of study
Series 65 license or equivalent (must be obtained within 90 days of employment)
Experience working with PowerPoint
Strong communication and presentation skills
Keen attention to detail
Ability to independently manage and prioritize multiple projects
Strong client service attitude, positive team player and contributor
Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
Travel required to service existing clients (40-50% travel requirement, with some overnight)

Benefits

Comp & perks

PTO & paid holidays
401(k) with match
Professional development opportunities
Performance-based incentives