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Senior Retirement Plan Advisor - Client & Strategy

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
Position: Senior Retirement Plan Advisor - Client Growth & Strategy
A financial services institution located in Nashville, Tennessee, is looking for a Retirement Client Advisor. The role involves generating new business opportunities and overseeing a customer portfolio, ensuring exceptional client experiences. Candidates should possess a bachelor's degree and over five years of experience in financial services, with a strong background in retirement plan services. The position requires excellent communication skills and the ability to build lasting client relationships.

Competitive compensation and extensive benefits are offered.
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Position Requirements
10+ Years work experience
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