UMB Bank
Senior Retirement Plan Advisor - Client Growth & Strategy
UMB Bank, Olympia, Washington, United States, 98502
A financial services company is seeking a Retirement Client Advisor in Olympia, Washington. The role involves managing a customer portfolio, building strong relationships, and meeting business revenue goals. Candidates should have 5+ years in financial services with substantial sales experience, particularly in retirement planning. Strong communication skills and a relevant degree are required. The position offers competitive compensation and extensive benefits, making this an excellent opportunity for motivated professionals.
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