Investment Advisor (401k Retirement Plans)

Swbc Foundation

Not specified
Retirement plan expertise
Client relationship management
Fiduciary responsibility
SWBC is seeking an experienced Investment Advisor focused on retirement plans to enhance client relationships and develop new business opportunities. The role requires a strong background in retirement investment advisory services and fiduciary responsibilities, along with excellent communication skills

Job Summary

  • You will build a client base with recurring revenue while making a meaningful difference to organizations and their retirement plan participants.
  • The role involves providing ongoing investment advisory services focused exclusively on retirement plans such as 401(k), 403(b), and 457.
  • SWBC offers competitive compensation, career growth opportunities, and a variety of healthcare and wellness benefits.

Matching Summary

Match Score: 85

SWBC is seeking an experienced Investment Advisor focused on retirement plans to enhance client relationships and develop new business opportunities. The role requires a strong background in retirement investment advisory services and fiduciary responsibilities, along with excellent communication skills.

Skills & Requirements

Must-have

  • Retirement Plan Expertise
  • Client Relationship Management
  • Fiduciary Responsibility
  • Sales Strategy Development
  • Compliance Management

Nice-to-have

  • Conference Participation
  • Networking Skills
  • Leadership Development
  • Training Facilitation

Key Requirements

  • Bachelor’s Degree in Business, Finance, or related field
  • More than seven (7) years’ experience in retirement plan advisory services
  • Series 65 license
  • Strong understanding of ERISA fiduciary principles
  • FINRA requirements knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter