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Retirement Client Advisor Planning & Service
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-06-17
Listing for:
UMB Bank
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
UMB Bank is seeking a Retirement Client Advisor in Annapolis, Maryland. The role involves managing client relationships, providing educational consultations on retirement plans, and achieving new business goals. You will leverage your financial services experience to deliver exceptional customer service.
The ideal candidate will have a Bachelor's degree in Business Administration or a related field, 5+ years in financial services, and strong communication skills. Additional preferred qualifications include certifications such as CFA or CFP, along with a deep understanding of regulatory frameworks.
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