CBIZ, Inc.
Kansas City, Missouri
Client Service Consultant | Retirement and Investment
Job details
- Location
- Kansas City, Missouri
- Work type
- Hybrid
- Posted
- 2 weeks ago
- Apply on
- ebez.fa.us2.oraclecloud.com
About this role
High School diploma; 3+ years retirement plan advisory experience; knowledge of ERISA laws; proficient MS Office; willing to travel; pursuing QPA/QKA or Series 65 per org needs.
What you'll do at CBIZ, Inc.:
- Provide consulting
- Manage portfolios
- Advise participants
Apply to this Client Service Consultant | Retirement and Investment role at CBIZ, Inc. with a tailored resume on ApplyBolt.