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Senior Retirement Plan Advisor - Client & Strategy
Job in
Frankfort, Franklin County, Kentucky, 40601, USA
Listed on 2026-01-06
Listing for:
UMB Bank
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial institution is looking for a Retirement Client Advisor to manage customer portfolios and generate new business opportunities. The ideal candidate should have 5+ years in financial services with sales experience. Responsibilities include educating clients, partnering with portfolio management, and achieving annual revenue goals. Competitive compensation ranges from $110,250 to $235,810, along with a variety of benefits such as a 401(k) matching program and health insurance.
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Position Requirements
10+ Years
work experience
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