Retirement Plan Strategy Advisor
True North Advisors
True North Advisors in Tallahassee, Florida is looking for a dedicated Retirement Plan Specialist to enhance client engagement through education and personalized financial planning. This role includes assisting with plan implementation, coordinating with vendors, and leading client review meetings to discuss plan performance and strategic recommendations. Candidates should possess strong communication skills and organizational capabilities and may have experience in retirement plans or financial services. A bachelor's degree in a related field is preferred, and recent graduates are also encouraged to apply. #J-18808-Ljbffr True North Advisors
Vacancy posted 3 days ago
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