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Job Description & How to Apply Below
Towne Bank is seeking a Client Relationship Consultant/401(k) Specialist in Williamsburg, Virginia. In this role, you will provide enrollment and transition support, conduct education meetings, and maintain strong relationships with plan sponsors and financial advisors. Ideal candidates will have experience in retirement planning along with strong communication and analytical skills. Required qualifications include Series SIE/7, 66 or equivalent, and customer service capabilities.
Join a committed team in a supportive environment where you can thrive.
This opening is for the 401(k) Relationship & Retirement Plan Consultant role your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Suffolk, VA, United States. This opportunity is part of our work in Consulting. The advertised compensation is 60.000 - 80.000.
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