Senior Retirement Plan Advisor & Relationship Manager

Alerus

  • National City, CA
  • 2 days ago

    Highlights

    Alerus is seeking an experienced retirement advisor to manage a portfolio of business clients, provide advanced investment insights, and lead participant education for retirement plans. Responsibilities include analyzing investments, reviewing fee structures, and delivering enrollment support.

    Numbers & Facts

    LocationNational City, CA

    Description

    Alerus is seeking an experienced retirement advisor to manage a portfolio of business clients, provide advanced investment insights, and lead participant education for retirement plans. You will serve as the main contact for escalations and partner with internal teams to enhance client satisfaction.Responsibilities include analyzing investments, reviewing fee structures, and delivering enrollment support. Expected to travel to client sites as needed and deliver education programs.#J-18808-Ljbffr

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