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Senior Retirement Plan Advisor - Client & Strategy
Job in
Olympia, Thurston County, Washington, 98502, USA
Listed on 2026-01-11
Listing for:
UMB Bank
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
A financial services company is seeking a Retirement Client Advisor in Olympia, Washington. The role involves managing a customer portfolio, building strong relationships, and meeting business revenue goals. Candidates should have 5+ years in financial services with substantial sales experience, particularly in retirement planning. Strong communication skills and a relevant degree are required. The position offers competitive compensation and extensive benefits, making this an excellent opportunity for motivated professionals.
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Position Requirements
10+ Years
work experience
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