TowneBank is seeking a Client Relationship Consultant/401(k) Specialist in Williamsburg, Virginia. In this role, you will provide enrollment and transition support, conduct education meetings, and maintain strong relationships with plan sponsors and financial advisors. Ideal candidates will have experience in retirement planning along with strong communication and analytical skills. Required qualifications include Series SIE/7, 66 or equivalent, and customer service capabilities. Join a committed team in a supportive environment where you can thrive.
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401(k) Relationship & Retirement Plan Consultant in williamsburg at Unknown Company
This position is listed as full time and onsite.