Senior Retirement Plan Advisor for Institutional Clients
CPS Inc.
CPS Inc. is seeking a Senior Relationship Manager / Financial Advisor for Institutional Retirement Plans. This remote, U.S.-based role focuses on servicing and growing a diverse roster of institutional retirement clients, requiring a CFP designation and deep ERISA knowledge. You will lead investment reviews, provide high-touch service, and collaborate across teams to deliver tailored reports and strategic next steps for executives and committees. #J-18808-Ljbffr CPS Inc.
Vacancy posted 3 days ago
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