Retirement Plan Conversions Lead, New Business
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-20
Listing for:
Fwainvest
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance, Financial Consultant -
Business
Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Fwainvest is seeking a Retirement Plan Consultant to manage qualified and nonqualified retirement plan conversions based in Seattle, Washington. The role offers a hybrid work model with an emphasis on project management and client relations.
Ideal candidates will have a Bachelor's Degree in accounting, business administration, or finance, along with a minimum of three years of relevant experience in financial services. The position entails significant client engagement, critical thinking, and effective communication skills.
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