Investment and Retirement Planning Associate

What is the opportunity?

As an Investment and Retirement Planning (IRP) Associate,  you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the netw...