Senior Investment Consultant - Hybrid Client Advisory
CBIZ
CBIZ in Cleveland, OH is seeking an experienced investment advisory professional to support retirement plans (401(k)/403(b)). You will use Morningstar Direct and Envestnet to produce analyses, manage vendor relationships, and prepare investment reviews for plan sponsors. Excellent communication and leadership skills are required, with relevant licenses and credentials. The role emphasizes collaboration with the Retirement Plan Education Specialist, adherence to regulations, and the ability to #J-18808-Ljbffr CBIZ
Vacancy posted 2 days ago
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