boutique recruitingCranston, RI
Senior Retirement Planner – Lead Meetings & Seminars Onsite
Senior Retirement Planner – Lead Meetings & Seminars Onsite
Senior Retirement Planner – Lead Meetings & Seminars Onsite
boutique recruitingCranston, RI
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Apply for this 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
Also on the board Same function, level within a rung
Level
Senior
Location
Cranston, RI
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
yesterday