CBIZ
Cleveland, Ohio
DC Investment Consultant RP
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Apply to DC Investment Consultant RP at CBIZJob details
- Location
- Cleveland, Ohio
- Work type
- Hybrid
- Posted
- 3 weeks ago
- Apply on
- ebez.fa.us2.oraclecloud.com
About this role
High school diploma or GED, 3+ years of retirement plan investment advisory experience in 401(k) or 403(b) environments, Series 6 license, technology proficiency, and strong communication and analytical skills.
What you'll do at CBIZ:
- advising clients
- analyzing investments
- producing reports
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