Retirement Plan Consultant & Investment Strategy Advisor

CBIZ

Kansas City, MO

JOB DETAILS
SKILLS
Communication Skills, Consulting, Customer Support/Service, ERISA (Employee Retirement Income Security Act of 1974), Investment Services, Investment Strategy, Leadership, Microsoft Office, Regulations, Retirement Plan, Sales Management
LOCATION
Kansas City, MO
POSTED
Today

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

About the Company

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CBIZ