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Retirement Plan Consultant

Company: CPS, Inc.
Location: Syracuse
Posted on: June 25, 2022

Job Description:

DescriptionA growing retirement plan advisory firm in upstate NY is looking to hire their next consultant to manage a book of retirement plans. The position would focus on Customer service and relationship management of those plans. This individual would be working with plan sponsors as well as the participants in order to educate and enroll. This person would also be responsible for investment line ups, plan design and plan overall review. This position has a salary, excellent benefits, and great longevity.Requirements

  • 5+ years of retirement plan experience
  • FINRA Licensing

Keywords: CPS, Inc., Syracuse , Retirement Plan Consultant, Professions , Syracuse, New York

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