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© All Rights Reserved. ApplyBlast.com
SWBC Investment Advisory Services, LLC
SWBC is seeking an Investment Advisor to serve as a trusted advisor to retirement plan clients, providing investment advisory, fiduciary, governance, and plan consulting services. The role involves managing existing client relationships, developing new business through networking and referrals, and ensuring compliance with regulatory requirements. Success in this position requires strong retirement plan expertise, exceptional client service, and a proactive business development mindset.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SWBC Investment Advisory Services, LLC.
SWBC Investment Advisory Services, LLC didn’t post a salary, so this is our estimate from similar listings.