VP, External Retirement Plan Advisor Northeast - New York - J.P. Morgan

    J.P. Morgan
    J.P. Morgan New York

    4 days ago

    Description


    A leading financial services firm is seeking an External Retirement Plan Client Advisor to support Financial Advisors in launching and maintaining the Everyday 401(k) solution.

    Your role will involve driving sales growth, collaborating with advisers, and ensuring effective onboarding processes. The ideal candidate will have at least 3 years of wholesaling experience, strong presentation skills, and necessary licenses. The position requires travel approximately 70% of the time.

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