Senior Consultant - Retirement Plan Services - Wealth Advisory

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking for a Senior Consultant Retirement Plan Services Advisor. Summary: This role serves as a relationship manager providing Total Retirement Plan Services to their clients. Total Retirement Plan Services is a comprehensive service that revolves around the CLA Promise, to get to know and help plan sponsors meet their fiduciary responsibilities. They are responsible for the growth of our qualified employee benefit services to existing CLA clients and prospects. They are responsible for implementing Experience the CLA Way-Qualified Plans, ensuring proper client segmentation, and a consistent service experience. They have a hig...