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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · Remote Solely
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States · Remote OK
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San Antonio, Texas, United States · On-site
$20/hr–$22/hr
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Longview, Texas, United States · On-site
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San Antonio, Texas, United States · On-site
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San Antonio, Texas, United States • On-site
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Provide ongoing investment advisory and fiduciary services to retirement plan sponsors to ensure client retention. Develop new business opportunities through networking, referrals, and conferences to grow a robust client base.
Requires a Bachelor's degree and over seven years of experience in retirement investment advisory or business development. Must possess a Series 65 license and a strong understanding of ERISA fiduciary principles and FINRA requirements.
SWBC is seeking a talented individual to provide superior ongoing service for the retention of current clients and utilize skills to develop opportunities for new client relationships to build a robust client base. This is accomplished by delivering ongoing investment advisory services focused exclusively on retirement plans (401(k), 403(b), 457, defined benefit, etc.) for plan sponsors.
Why you’ll love this role:
You will love being an Investment Advisor with SWBC Retirement Plan Services because you have the opportunity to not just have a job but a meaningful career. In this unique opportunity, you are able to build a client base with reoccurring revenue while creating your own sales and driving your income up. You do all this while making a meaningful difference to organizations and their retirement plan participants.
Essential duties include the following:
Serious candidates will possess the minimum qualifications:
SWBC offers:
Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
Offices: 2602 W 13400 S, Riverton, UT 84065, US
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