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External Retirement Plan Advisor k
Job in
Apple Valley, San Bernardino County, California, 92307, USA
Listed on 2026-01-03
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading global asset management firm in California is seeking an External Retirement Plan Client Advisor to drive sales growth for its Everyday 401(k) solutions. The role requires a minimum of 3 years of wholesaling experience, a Bachelor's degree, and Series 7 and 63 licenses. Candidates must possess strong relationship-building and presentation skills to support financial advisors effectively. The job involves frequent travel and close collaboration with various partners to ensure successful client engagement.
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