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Retirement Plan Advisor & Client Relations Specialist

Job in Saint Paul, Ramsey County, Minnesota, 55199, USA
Listing for: Nicoletnationalbank
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Regulatory Compliance Specialist, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A community-focused financial institution in Minnesota is seeking a Retirement Plan Services Consultant to manage client relationships and promote retirement services. The consultant will advise clients on retirement plans and develop new services while ensuring compliance with regulations. Ideal candidates should have a degree in finance or related fields and two years of experience in a finance or trust environment.

Proficiency in Microsoft Office is necessary, along with strong organizational and promotional skills.

This role offers an inclusive work environment with a commitment to values.
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