Retirement Plan Consultant & Investment Strategy Advisor
CBIZ
CBIZ in Kansas City is looking for a qualified investment advisor to provide consulting solutions and manage client portfolios. The successful candidate will assist clients with compliance related to IRS and ERISA regulations and handle all aspects of annual plan administration. Preferred qualifications include a Bachelor's degree and three years of experience in a 401(k) or 403(b) environment. Excellent communication and leadership skills are essential for this hybrid role that requires proficiency in Microsoft Office Suite. #J-18808-Ljbffr CBIZ
Vacancy posted 1 day ago
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