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Senior Retirement Plan Advisor | Education & Strategy
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-04
Listing for:
HUB International
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
HUB International in Newport Beach seeks a Retirement Plan & Wealth Management Advisor to service a block of retirement plan clients, respond to emails, coordinate meetings and provide primary client support.
Invest ment review meetings occur quarterly or semi-annually; you will collaborate to create retirement plan education strategies for sponsors, including webinars and newsletters for participants.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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