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Senior Retirement Plan Advisor - Client & Strategy
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-01-01
Listing for:
UMB Bank
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Retirement Client Advisor to manage client portfolios and develop new business opportunities. You will be the primary contact for clients, focusing on relationship-building and providing expert advice on market conditions and investment strategies. The ideal candidate will have over five years in the financial industry, particularly in sales and retirement services.
This role offers a competitive salary and a variety of benefits, including a 401(k) matching program, healthcare plans, and educational assistance.
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Position Requirements
10+ Years
work experience
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