Hybrid Retirement Plan Advisor — Personalize & Educate
CPS, Inc.
CPS, Inc. is seeking a Retirement Plan Financial Advisor for a hybrid position based in Walnut Creek. The role involves personalizing financial planning for retirement and managing investments for clients. The ideal candidate will conduct enrollment meetings and offer continuous education about retirement plans. A strong background in financial planning and relevant certifications, like the FINRA Series 7 and CFP designation, are highly desirable. #J-18808-Ljbffr CPS, Inc.
Vacancy posted 1 day ago
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