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Senior Retirement Plan Advisor - Client & Strategy

Job in Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Services
Job Description & How to Apply Below
Position: Senior Retirement Plan Advisor - Client Growth & Strategy
A leading financial institution seeks a Retirement Client Advisor in Santa Fe, New Mexico. This role involves managing client relationships, generating new business opportunities, and providing financial consultation. Candidates should have 5+ years in the financial services industry and strong sales experience. Competitive compensation and comprehensive benefits are offered, making this an excellent opportunity for those looking to grow in a supportive environment.
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Position Requirements
10+ Years work experience
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