Investment Advisor
SWBC
About this role
SWBC is seeking an experienced Investment Advisor to provide ongoing retirement plan investment advisory services to clients, develop new business opportunities, and maintain strong client relationships. The role involves consulting, fiduciary support, business development, and participating in conferences and meetings.
Skills
About SWBC
swbc.comSWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.
About SWBC
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for SWBC.
Salary
$95k
per year
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