UMB Bank
Senior Retirement Plan Advisor - Client Growth & Strategy
UMB Bank, San Juan, San Juan, us, 00902
A financial services firm is seeking a Retirement Client Advisor in the Dallas-Fort Worth area. This role involves generating new business opportunities, managing customer portfolios, and providing expert consultation on retirement plans. Candidates should have a Bachelor's degree and over 5 years of financial services experience, with a specific focus on retirement plan services. Excellent communication skills and the ability to build strong client relationships are essential for success in this role. Strong benefits package included.
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