About this role
Investment Advisor (401K Retirement Plans) at Swbc. Location: San Antonio or United States. Role: advising clients, managing clients, generating sales Requirements: Bachelor's degree preferred, 7+ years retirement plan advisory/sales experience, Series 65 license, strong fiduciary/ERISA knowledge, Microsoft Office proficiency, excellent communication and presentation skills, ability to travel nationally. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English