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Retirement Plan & Advisory Specialist
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-02-28
Listing for:
Johnson Financial Group
Full Time
position Listed on 2026-02-28
Job specializations:
-
Business
Financial Advisor -
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm located in Wisconsin is seeking a Retirement Plan Services Advisor. This role focuses on acquiring new business and enhancing relationships with existing clients in the area of retirement plans. The ideal candidate will have a bachelor's degree, experience in sales and financial planning, and a Series 65 license (or ability to obtain one). This is a strategic position requiring expertise in business development and investment management, aimed at helping businesses support their employees' retirement needs.
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