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Senior Retirement Plan Advisor - Client & Strategy
Job in
Charleston, Kanawha County, West Virginia, 25329, USA
Listed on 2026-01-02
Listing for:
UMB Bank
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A financial services provider is looking for a Retirement Client Advisor to manage customer portfolios and generate new business in Charleston, West Virginia. The ideal candidate will have a Bachelor's degree and over five years of experience in financial services with strong sales skills. Responsibilities include educating clients about investment strategies, managing existing relationships, and achieving revenue goals. Competitive compensation and comprehensive benefits are offered.
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Position Requirements
10+ Years
work experience
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