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Retirement Plan Advisor @ Sowell Management

North Little Rock, Arkansas, USOnsiteFull Time
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About this role

Retirement Plan Advisor at Sowell Management. Location: North Little Rock, Arkansas, United States. Role: Build sponsor relationships, Lead plan reviews, Design investment lineups Requirements: 7+ years in retirement plan relationship management; FINRA Series 65/66; ERISA fiduciary knowledge; experience negotiating with plan sponsors and record keepers. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, ERISA, FINRA Certifications: finra series 65, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English

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