About this role
Retirement Client Advisor at Umb. Location: Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States. Role: managing relationships, generating business, advising clients Requirements: Bachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking. Category: Business Development Seniority: Senior Level Tools: CRM Certifications: cfa, cima, qpfc, cfp Commitment: Full Time Workplace: Remote Languages: English