About this role
Investment Advisor (401K Retirement Plans) at Swbc. Location: San Antonio, Texas, United States. Role: advising clients, developing business, ensuring compliance Requirements: Bachelor's degree, Series 65, 7+ years experience in retirement plan advisory or business development, strong retirement investment and fiduciary knowledge (ERISA), FINRA knowledge, Microsoft Office proficiency, excellent communication and presentation skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English