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Senior Investment Consultant - Hybrid Client Advisory
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-29
Listing for:
CBIZ
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
CBIZ in Cleveland, OH is seeking an experienced investment advisory professional to support retirement plans (401(k)/403(b)). You will use Morningstar Direct and Envestnet to produce analyses, manage vendor relationships, and prepare investment reviews for plan sponsors.
Excellent communication and leadership skills are required, with relevant licenses and credentials. The role emphasizes collaboration with the Retirement Plan Education Specialist, adherence to regulations, and the ability to
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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