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Investment Advisor

L5

aegonSacramento, CAtoday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesPension Funds
Aegon seeks a Senior Client Executive (Retirement Relationship Manager) in California to manage retirement plan assets and ensure client satisfaction for 401(k), DB, and MEP plans. You will conduct annual reviews and address complex service needs, while driving retention and growth through consultative support and cross-sell opportunities. The role requires extensive travel, licenses, and detailed knowledge of ERISA, with a compensation package that reflects experience and geography.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Sacramento, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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