×
Register Here to Apply for Jobs or Post Jobs. X

Senior Retirement Plan Advisor - Client & Strategy

Job in Charleston, Kanawha County, West Virginia, 25329, USA
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
Position: Senior Retirement Plan Advisor - Client Growth & Strategy
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.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary