Retirement Plan Services Advsior
First Financial Bank Texas(3 months ago)
About this role
The Retirement Plan Services Advisor is the primary point of contact for clients, responsible for managing and deepening relationships while delivering exceptional service and support. This role focuses on understanding clients' retirement plan needs and collaborating with various internal teams to enhance the client experience and drive retention.
Required Skills
- Client Relationship Management
- Retirement Plans
- Regulatory Knowledge
- Communication Skills
- Analytical Skills
Qualifications
- Bachelor’s degree in Finance
- Business Administration
- CFP
- CRPS
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