FINANCIAL ADVISOR (Institutional Retirement Plans)
at CPS

Date Posted: 8/20/2017

Job Description

FINANCIAL ADVISOR (Retirement Plans)

  • Prospect, build and service mid-market retirement clients.
  • Generate leads, build/expand pipeline anywhere in U.S.A. and secure appointments.
  • Travel to client sites to make presentations.
  • Expand Defined Contribution, Defined Benefit, Non-Qualified and Wealth practice.

Great company culture.  Supportive team environment.  No territorial boundaries.

Job Requirements

FINANCIAL ADVISOR (Retirement Plans)

  • 3+ years of experience, working in brokerage, investment advisor or financial services industry.
  • MUST have DIRECT SALES experience.
  • Command board rooms/investment committee members etc.
  • Experience leading and communicating investment recommendations.
  • Experience presenting to senior executives and trustees.
  • Knowledge of retirement plan industry (i.e.  Defined Contribution, Defined Benefit, Non-Qualified plans, etc.)
  • Ability to travel at least 33% of the time.
  • Must have entrepreneurial mindset.

  • Looking for someone with that "IT FACTOR" - - someone that can build a long term business!

Job Snapshot

About Us

CPS,Inc. is one of the leading recruiting and professional staffing firms in the country. With over 40 years of recruiting expertise, the recruiters of CPS, Inc. have the market and technical knowledge to understand your employment needs. We provide permanent placement in the following industries: Accounting and Finance, Actuarial, Advertising, Big Data, Chemical Engineering, Information Technology, Employee Benefits, Engineering, Laboratory, Procurement and Supply Chain Management, Retirement Services and Sales and Marketing.

Join Our Talent Network to learn more about our current job openings and be notified of future openings. Let CPS, Inc. work for you! Apply today!