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Senior Retirement Plan Advisor — Client-Focused, PTO
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-05
Listing for:
Work180
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading advisory firm in Charlotte is seeking a Senior Retirement Plan Advisor to manage established client relationships. The role focuses on service delivery, leading quarterly investment reviews, and addressing compliance inquiries. Candidates should have a minimum of 5 years’ experience in the retirement plan industry, exceptional communication skills, and proficiency in Microsoft Office. The position offers a competitive salary and various benefits including a 401(k) with match.
Candidates must hold a Series 65 license.
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Position Requirements
10+ Years
work experience
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