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Strategic Retirement Plan Advisor
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-03-12
Listing for:
CPS Inc
Full Time
position Listed on 2026-03-12
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A leading retirement provider seeks a Retirement Plan Advisor in California. The role involves consulting with plan sponsors, leading client meetings, providing industry insights, and collaborating with teams to ensure client satisfaction. This position is pivotal for retention and proactive service for institutional retirement plan clients, promising a dynamic and engaging work environment. Candidates should be prepared for a role that combines strategic advisory with client relationship management.
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