Senior Retirement Plan Consultant | Client Success Lead
CPS, Inc.
A leading retirement provider in Southern California seeks a Retirement Plan Advisor to manage client relationships and ensure satisfaction. You will consult with plan sponsors, lead client meetings, and provide insights on plan design and industry trends. The ideal candidate will facilitate participant meetings and collaborate with internal teams to deliver exceptional service. This role offers the chance to drive results in a dynamic retirement planning environment. #J-18808-Ljbffr CPS, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Retirement Plan Consultant | Client Success Lead in California, MO vacancy
$90k - $110k
Century Group is seeking a Client Success Senior in California to manage key client relationships, ensuring satisfaction and promoting growth.... ...of experience in client-facing positions and the ability to lead teams while engaging with senior stakeholders. Responsibilities...Senior$84.5k - $135k
The Private Client Senior Placement Lead is a senior‑level role within the Private Client Services (PCS... ...and carriers to facilitate successful placements. Represent PCS in carrier... ...private client services, as well as consulting services and financial & wealth solutions...SeniorFull timeWork at office$136.8k - $198.38k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Position Overview: Help high‑net‑worth clients achieve long‑term financial success by serving as a trusted advisor and... ..., financial planning, and investor education... ..., including retirement, income optimization...SeniorRetirement16 hoursTemporary workCasual workPrivate practiceRemote work$125.4k - $181.88k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) We are seeking an... ...for high-net-worth client households in the Santa... ..., financial planning, and investor education... ...financial planning on retirement, income... ...experience. Demonstrated success working with high‑net...SeniorRetirementRemote job16 hoursTemporary workCasual workPrivate practice$136.8k - $198.38k
...and technology. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy)... ...helping high-net-worth clients achieve long-term financial success by serving as a... ...onboarding, financial planning, and investor education... ...subjects, including retirement planning, income...SeniorRetirement16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from home$136.8k - $198.38k
...of the base pay The Senior Private Wealth Advisor, Practice Lead (Personal Strategy)... ...vital role in helping clients achieve long‑term financial success by serving as a... ...onboarding, financial planning, and investor education... ...subjects, including retirement planning, income...SeniorRetirementTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$95k - $110k
A leading energy transformation firm is seeking a Sr. SaaS Configuration Specialist to... ...efficiency industry, strong skills in client engagement, and expertise in configuring... ...comprehensive benefits including vacation and a retirement plan, and a chance to contribute to...SeniorRetirement$90k - $110k
Century Group is partnering with a client that is seeking a Client Success Senior to join their team. Exact compensation may vary based on skills, experience... ...satisfaction, retention, and ongoing growth. Lead and support a team by setting priorities, offering guidance...SeniorImmediate start- ...Engineering & Forestry, LLC is seeking an experienced Senior NEPA Specialist in California to build and lead a best-in-class NEPA practice across energy,... ...personally deliver NEPA work and serve as the primary client relationship owner. The ideal candidate brings over...Senior
- A leading accounting firm is seeking a Senior Associate for their Tax Department to manage and supervise lower-level staff while handling tax-related functions... ..., ensuring compliance and providing excellent client service. This full-time position offers growth opportunities...SeniorFull time
$50k - $67.2k
RPMGlobal is seeking a Senior Administrative Assistant to support Assurance and Tax teams, acting as a key client liaison to ensure quality service. Responsibilities include preparing financial statements, managing client communications, and coordinating meetings. The...Senior- Prime Healthcare is seeking a Senior Government Payer Biller/Collector to manage billing and collections for government payers at... ...and offers a range of competitive benefits including a 401K retirement plan and paid time off. As part of the billing team, you will be responsible...SeniorRetirement
- Sedgwick Claims Management Services Ltd is seeking a Claims Team Lead for Workers Compensation in West Hills, CA. This hybrid role... ...position offers a diverse benefits package, including medical and retirement plans. #J-18808-Ljbffr Sedgwick Claims Management Services LtdSeniorRetirement
- ICON is seeking a Senior Clinical Research Associate - Oncology in California. This role focuses on site management and monitoring... .... Benefits include competitive salary, health insurance, retirement planning, and a globally supportive environment. Willingness to travel...SeniorRetirement
$50.42 - $61.55 per hour
...Association of Counties is looking for a Senior Network System Analyst in California's Sierra Nevada area. This role involves leading a team to implement and manage secure... ...benefits including medical, dental, and retirement plans. #J-18808-Ljbffr California State Association...SeniorRetirementRemote jobHourly pay- YMCA of Superior California is seeking a Lead Swim Instructor to oversee swim lessons for all ages. This role supports the training... ...certifications. Benefits include competitive compensation, health coverage, retirement contributions, and use of YMCA facilities. #J-18808-Ljbffr...SeniorRetirement
- ...services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will... ...advising and enjoy various perks like passive income opportunities and a retirement savings program. #J-18808-Ljbffr Bankers LifeRetirementFlexible hours
- Careerpathway llc is hiring a Senior Family Law Attorney in California to join their legal practice. The successful candidate will manage various family law cases, develop legal strategies, and represent clients in court. Ideal candidates should possess a Juris Doctor from...Senior
- ...established industry player is on the lookout for a Senior Compliance Consultant to join their dynamic team. This role offers the chance to work closely with clients, ensuring their compliance needs are met while leading a talented team. With a focus on regulatory...Senior
- E2E Alignment Healthcare USA, LLC is seeking a dedicated professional to manage complex member escalations as part of our customer success team. The role entails ownership of urgent cases, ensuring compliance and resolution while fostering a culture of accountability and...Senior
$8,231 per month
...& Technology The Senior Student Affairs (SA) Systems Lead serves as a technical... ...to external consultants, enabling the university... ...systems, including client applications, server... .... Oversee project plans, timelines, and vendor... ...acquired and successfully applied knowledge and...SeniorFull time- Empower Retirement, LLC in California is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the primary point... ...for high-net-worth clients. This role focuses... ...long-term financial success. With 10+ years of... ...management and financial planning strategies. The...RetirementPrivate practiceFlexible hours
- Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead (Personal Strategy) to guide high-net-worth clients toward long-term financial success. You will act as a trusted advisor and primary... ...strategy and holistic planning. You will lead a client...SeniorRetirementPrivate practice
$106.2k - $153.71k
...myPlace Health, we believe every senior deserves to age with dignity,... ...and heard. Responsibilities Lead with purpose and direction.... ...assessments, individualized care plans, and social work interventions... ...holiday Excellent 401(k) Retirement Saving Plan with employer match...SeniorRetirementWork experience placementMonday to Friday$20.9 - $22 per hour
...medical, dental, vision and retirement benefits. JOB SUMMARY AND PURPOSE The Lead Monitor I will arrange,... ...and safety for program clients, visitors and employees... ...around the clock, plan personal shifts to observe... ...30 days of hire, must successfully complete VOALA safety...RetirementHourly payWork at officeLocal areaShift workVoala
California, MO19 days ago$80k - $115k
Senior Emergency Management Planners... ...Cadre Hagerty Consulting, Inc. (Hagerty... ...the nation's leading emergency management... ...We serve our clients across the... ...in the Planning Section of a client... ...ensure mission success. Utilize outstanding... ..., 401(k) retirement plan, flexible...SeniorRetirementFull timeContract workTemporary workWork at officeLocal areaImmediate startFlexible hoursShift work$151.84k - $208k
...Senior Project Manager LEE + RO’s Walnut Creek... ...opportunity to lead meaningful work in... ...the forefront of client coordination, business... ...to ensure project success, from design... ...wastewater treatment plant planning is essential. At... ...’s premium.) Retirement planning resources...SeniorRetirementWork at officeRemote workMonday to FridayFlexible hours2 days per week3 days per weekLEE & RO, Inc.
California, MO3 days ago$75k - $126k
...this role, you will lead the implementation... ..., partnering with clients and cross-... ...implementations, client consulting, and solution configuration... ...technical teams. Plan and execute... ..., a 401(k) retirement plan with employer... ...contingent upon the successful completion of a comprehensive...RetirementLocal area- Senior Area Customer Service Coordinator, Hospitality POSITION PROFILE Under the direction... ...support tasks in external customer/client facilities. The Area Customer Service... ...to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA),...SeniorRetirementWork at officeMonday to FridayFlexible hoursWeekend work
- ...small and medium-sized private companies successfully scale up in the United States. The... ...a 360° and tailor‑made support to its clients' cross‑border accounting, tax, and M&A... ...vacation Public holidays Healthcare Retirement Remote position 8 weeks work abroad policy...SeniorRetirementRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Retirement Plan Consultant | Client Success Lead. Be the first to apply!
Related searches
- retirement plan sales consultant California, MO
- senior game producer California, MO
- senior electronic design engineer California, MO
- senior robotics software engineer California, MO
- senior specialist California, MO
- sr. hr generalist California, MO
- senior director clinical development California, MO
- senior logistics manager California, MO
- senior accountant new California, MO
- senior technical designer California, MO