
The Retirement Client Advisor role is based in the Dallas-Fort Worth metroplex and focuses on managing a portfolio of retirement plan clients while generating new business opportunities. Key responsibilities include serving as the primary contact for clients, conducting regular investment reviews, and providing expert consultation on plan design, regulatory compliance, and market conditions. The position requires partnering with internal research teams to develop effective investment strategies and delivering participant education programs. This opportunity appeals to professionals seeking a collaborative culture that values community involvement and long-term career growth within a financial services firm. The role offers a dynamic environment where advisors can build lasting relationships and leverage their expertise in retirement planning to support client success.










