BBF Wealth
Hybrid Senior Retirement Plans Specialist
BBF Wealth, Bradenton, Florida, United States, 34211
A financial services firm in the United States is seeking a Senior Retirement Plan Specialist to provide advanced support in qualified retirement plans and IRAs. The successful candidate will work with financial advisors and clients, lead training initiatives, and manage complex projects while ensuring compliance with IRS requirements. This hybrid role offers flexibility and collaboration, requiring excellent interpersonal skills and expertise in financial planning and regulatory compliance.
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