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Financial Consultant Financial Advisor Financial Services

Retirement Planning Specialist - Client Service Lead

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: AlerStallings
Full Time position
Listed on 2025-12-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Ohio is seeking an experienced Client Servicing Retirement Planner to manage a dedicated book of clients and deliver exceptional service. The role emphasizes client retention and requires at least 3 years of client-facing experience and relevant licenses. The firm offers a starting salary between $100,000 and $125,000, along with generous benefits and a supportive work environment focused on planning and transparency.
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