About this opportunity
TowneBank lists this 401(k) Relationship & Retirement Plan Consultant opportunity in suffolk, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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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Worksite address
suffolk, VA, 23437, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.