Senior Retirement Plan Advisor for Institutional Clients
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-08-12
Listing for:
CPS Inc.
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
CPS Inc. is seeking a Senior Relationship Manager / Financial Advisor for Institutional Retirement Plans. This remote, U.S.
-based role focuses on servicing and growing a diverse roster of institutional retirement clients, requiring a CFP designation and deep ERISA knowledge.
You will lead investment reviews, provide high-touch service, and collaborate across teams to deliver tailored reports and strategic next steps for executives and committees.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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