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Senior Retirement Plan Advisor - Client & Strategy

Job in Bismarck, Burleigh County, North Dakota, 58502, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Retirement Plan Advisor - Client Growth & Strategy
A leading financial services provider in Bismarck is looking for a Retirement Client Advisor. The role involves generating new business opportunities while managing a customer portfolio. Requirements include 5+ years of financial services experience and responsibilities in educating clients about investments and market conditions. This position offers a competitive compensation range alongside benefits such as a 401(k) matching program and comprehensive insurance coverage.
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Position Requirements
10+ Years work experience
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