Hybrid Retirement Plan Advisor
CPS Inc.
CPS Inc. is seeking a Retirement Plan Financial Advisor in Walnut Creek, California, for a hybrid position. The role involves developing personalized financial plans for retirement clients, conducting enrollment meetings, and managing investments to ensure client satisfaction. The ideal candidate should possess FINRA Series 7, 63, or 65, with CFP designation being a significant advantage. Excellent communication and client interaction skills are essential for success in this role. #J-18808-Ljbffr CPS Inc.
Vacancy posted 5 days ago
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