
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 point of 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 investment teams to communicate strategy and developing participant education programs. This opportunity appeals to professionals seeking a collaborative culture that values community involvement and long-term career growth. The role offers the chance to build lasting client relationships within a supportive environment that encourages multiple career paths and professional development.


















