A leading investment advisory firm in Florida is seeking a talented Retirement Plan Advisor to manage strategic planning for retirement businesses. The role involves nurturing client relationships, conducting investment analyses, and providing compliance guidance. Candidates should have at least 5 years of relevant experience and a Bachelor's degree. The position offers a competitive salary between $75,000 and $115,000 along with benefits like PTO and a 401(k) plan.
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Senior Planning Strategist
Wealthspire · Tallahassee, FL, USA ·
- Pay:
- 60.000 - 80.000
- Job type:
- Full Time