Senior Retirement Plan Client Executive

A financial services firm located in Carmel, Indiana, is looking for an experienced professional in retirement plan services. The ideal candidate will have 5–10 years of experience with direct client-facing responsibilities, alongside strong financial analysis and reporting skills. Proficiency in Microsoft 365 and CRM systems is preferred. This role requires strong organizational abilities and excellent communication, including public speaking. Candidates must obtain required licenses within initial employment phases. #J-18808-Ljbffr