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Retirement Plan Advisor

San Francisco

Retirement Plan Advisor

Karp Capital Management, a registered investment advisory firm based in Sausalito, CA, is looking for an experienced and driven Retirement Plan Financial Advisor to work with our corporate retirement plan team to support our client base of small-to-medium size businesses. The Retirement Plan Advisor will focus on client retention and new client onboarding to deliver a seamless and positive client experience. Open to flexible, remote working arrangement. Please email Bob@karpcapital.com if you or anyone in your network would like to interview.
Mar 25, 2022

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