UMB Bank
Senior Retirement Plan Advisor - Client Growth & Strategy
UMB Bank, Charleston, West Virginia, us, 25329
A financial services provider is looking for a Retirement Client Advisor to manage customer portfolios and generate new business in Charleston, West Virginia. The ideal candidate will have a Bachelor's degree and over five years of experience in financial services with strong sales skills. Responsibilities include educating clients about investment strategies, managing existing relationships, and achieving revenue goals. Competitive compensation and comprehensive benefits are offered.
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