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Financial Consultant Financial Services

Senior Retirement Plan Advisor

Job in Beachwood, Cuyahoga County, Ohio, 44122, USA
Listing for: Farmers Logo 2022
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company located in Beachwood, Ohio is seeking a Retirement Plan Advisor focused on managing and developing investment advisory relationships. The ideal candidate will hold a Bachelor’s Degree in Business, preferably with finance focus, and must possess Series 7 and Series 66 licenses. Responsibilities include managing client portfolios and ensuring compliance with all regulations. This role requires excellent communication skills and at least one year of experience in retirement plan advisory.
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Position Requirements
10+ Years work experience
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