Retirement reputed company Advisor
Bachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
Key Responsibilities
- managing relationships
- generating business
- advising clients
Skills & Tools
CRM
Job Details
- Category: Business Development
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Minneapolis or Milwaukee or California or District of Columbia or New Jersey or reputed company or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or reputed company or reputed company or Rhode reputed company or Texas or Washington or reputed company or reputed company
- Salary: USD 99,750 – 189,000 / year
- Languages: English
Benefits
- 401k matching
- Tuition reimbursement
- Retirement plan
About Umb
A financial services firm providing advisory and retirement solutions to help clients build a strong financial reputed company. — Industry: Finance
Apply To This Job