Retirement Plan Consultant / 401k Advisor - Morristown, NJ
1 month ago

Job summary
The Retirement Plan Advisor works closely with the plan sponsors of the clients. This includes analysis of investments, fiduciary reviews, plan design consulting, reporting requirements and other client service needs.Responsibilities
- Provide client service to ensure an outstanding experience for all retirement plan clients
- Implement and monitor client plans for proper investments, plan strategy, and providing portfolio recommendations
Job description
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