About this role
Retirement Plan Advisor at Sowell Management. Location: Rogers, Arkansas, United States. Role: Manage plans, Lead reviews, Build relationships Requirements: 7+ years in retirement plan relationship management; FINRA Series 65/66; strong ERISA fiduciary knowledge; experience negotiating with plan sponsors and record keepers. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial planning, Trading platforms, Portfolio management tools Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English