Careers at CBIZ
Cleveland, Ohio
Senior Investment Consultant
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Apply to Senior Investment Consultant at Careers at CBIZJob details
- Location
- Cleveland, Ohio
- Work type
- Hybrid
- Posted
- 6 days ago
- Apply on
- ebez.fa.us2.oraclecloud.com
About this role
5+ years retirement plan investment advisory experience in 401(k)/403(b); Series 65 or equivalent within 180 days; expert regulatory knowledge; MS Office, Concur, Skype proficiency; coaching and leadership experience.
What you'll do at Careers at CBIZ:
- providing expertise
- performing due diligence
- preparing reports
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