More jobs:
K Relationship & Retirement Plan Consultant
Job in
Williamsburg, James City County, Virginia, 23187, USA
Listed on 2026-05-19
Listing for:
TowneBank
Full Time
position Listed on 2026-05-19
Job specializations:
-
Finance & Banking
Financial Consultant
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.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×