Retirement Plan Advisor - Hoffman Estates, IL

Only for registered members Hoffman Estates, IL, United States

1 month ago

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Job summary

The Retirement Plan Advisor at Clearwater Capital Partners is a client-facing role responsible for driving new retirement plan business while managing and advising a portfolio of institutional clients.

Responsibilities

  • Proactively identify, cultivate, and pursue new retirement plan opportunities through direct outreach

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