Senior Investment Consultant (Hybrid, Series 65
Job in
Florence, Boone County, Kentucky, 41022, USA
Listed on 2026-08-22
Listing for:
CBIZ
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
CBIZ, Inc. in Kentucky seeks an experienced Investment Advisor to provide technical investment expertise for retirement plans and to build relationships with vendors, managers, and custodians.
You will review policies, deliver client meetings, and perform due diligence on investment managers while preparing actionable commentary and reports. Qualified candidates have 5+ years of retirement plan advisory experience, a Series 65 license (or obtain within 180 days), and strong analytical skills
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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