VP, External Retirement Plan Advisor – Northeast
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking an External Retirement Plan Client Advisor to support Financial Advisors in launching and maintaining the Everyday 401(k) solution.
Your role will involve driving sales growth, collaborating with advisers, and ensuring effective onboarding processes. The ideal candidate will have at least 3 years of wholesaling experience, strong presentation skills, and necessary licenses. The position requires travel approximately 70% of the time.
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