About this role
Senior Investment Consultant at CBIZ, Inc.. Location: Cleveland, Ohio, United States. Role: advising clients, analyzing investments, preparing reports Requirements: 5+ years retirement plan investment advisory experience (401(k)/403(b)), advanced industry knowledge, Series 6 and one credential (CFA/CPFA/CIMA) preferred, proficient with MS Office, Concur, Skype, Morningstar Direct, Envestnet. Category: Finance and Accounting Seniority: Senior Level Tools: Outlook, Word, Excel, PowerPoint, Concur, Skype, Morningstar Direct, Envestnet Certifications: series 6, cfa, cpfa, cima Commitment: Full Time Workplace: Hybrid Languages: English