Investment Advisor - Retirement Plan Services

SWBC
Austin, Texas, United States
Full Time
On Site
Senior
0+
Bachelor Degree
Finance & Accounting Finance & Insurance

Posted 2 weeks ago

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Excellent 4.7

Job summary

Seeking an experienced Investment Advisor to serve retirement plan clients, provide investment advisory and fiduciary services, develop new business, and maintain long-term client relationships. The role involves client meetings, fiduciary education, plan reviews, and business development activities.

Responsibilities

Provide investment advisory, fiduciary, governance, and consulting services to retirement plan clients, including client reviews, investment monitoring, education, and ongoing service. Develop new business through networking, referrals, presentations, and market development while maintaining regulatory compliance and accurate client records.

Qualifications

business development client relationship management fiduciary support fiduciary training governance support investment advisory investment reviews networking plan marketing retirement plan consulting

Requires at least seven years of relevant retirement plan consulting, fiduciary, investment advisory, or business development experience, with strong knowledge of qualified plans and ERISA fiduciary responsibilities. A bachelor's degree in business, finance, or a related field is preferred, and an active Series 65 license is required.

English

Benefits

  • Work-Life Balance
  • Employee Engagement Activities
  • Recognition Awards
  • Years of Service Awards
  • Career Growth Opportunities
  • Leadership Academy
  • Mentor Program
  • Continuing Education
  • Career Certifications
  • Healthcare Coverage
  • Traditional and Roth 401(k) Plans
  • Wellness Program

Company

SWBC

SWBC

linkedin
Insurance
Location
Austin, Texas, United States
Website
swbc.com

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Excellent 4.7
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