
Senior Institutional Retirement Investment Consultant
USI Insurance Services, Phoenix, AZ, United States
USI Insurance Services seeks a seasoned investment consultant in Phoenix, AZ, responsible for delivering consulting services to retirement plan clients. The ideal candidate will have over six years of investment-related experience, preferably in institutional consulting or wealth management, and will possess effective communication skills. The role includes developing governance frameworks, monitoring portfolios, and providing fiduciary support while ensuring compliance with investment policies. Competitive benefits and a supportive work environment are provided.
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