Strategic Retirement Consultant

4 weeks ago


Orange, California, United States CPS Full time
Retirement Plan Advisor Role

At CPS, we're seeking a skilled Retirement Plan Advisor to lead our institutional retirement plan clients. As a strategic consultant, you'll provide expert guidance on retirement plan solutions, helping clients achieve their long-term goals. Your expertise will be invaluable in developing and implementing customized retirement plans that meet the unique needs of each client.

Key Responsibilities:
• Develop and implement comprehensive retirement plans for institutional clients
• Provide expert guidance on investment strategies and plan design
• Collaborate with clients to understand their retirement goals and objectives
• Stay up-to-date on industry trends and regulatory changes to ensure compliance and optimal plan performance

About CPS
CPS is a leading provider of retirement plan solutions. We're committed to helping our clients achieve their retirement goals through expert guidance and customized plan design. If you're a motivated and experienced professional looking to make a difference in the retirement planning industry, we encourage you to apply for this exciting opportunity.

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