Senior Retirement Planner – Lead Meetings & Seminars Onsite

boutique recruitingCranston, RI

yesterday

Occupations

Personal Financial Advisors Securities, Commodities, and Financial Services Sales Agents Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industries

Pension Funds Portfolio Management and Investment Advice Employment Placement Agencies

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About the role

Boutique Recruiting is seeking an experienced Senior Advisor to join a client’s retirement planning team in Warwick/Cranston, RI. This client-facing role leads meetings, presents retirement strategies, and guides decisions on income, investments, taxes, Medicare and estate planning. Backed by firm-generated lead flow, paid seminars, marketing support, a dedicated paraplanner, and outsourced investment management, you’ll focus on building trust, delivering solutions, and converting opportunities

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JOB OVERVIEW

Experience level

Senior

Location

Cranston, RI

Occupation

Personal Financial Advisors

Industry

Pension Funds

Posted

yesterday

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