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Investment Advisor at SWBC - ApplyBlast

Investment Advisor

SWBC

12 days ago

2.9 on Glassdoor

Austin, Texas, United States

Onsite

Full Time

Senior

0 applicants

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About this role

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 an existing client base while developing new business through networking and relationship building. Success requires strong retirement plan expertise, exceptional client service, and a proactive business development mindset.

Responsibilities

Provide investment advisory and fiduciary consulting services to retirement plan clients
Develop new business opportunities through networking and client relationship building
Conduct fiduciary education, governance support, and investment menu reviews

Skills

Qualifications

Bachelor's Degree in Business, Finance, or related fieldActive Series 65 license

About SWBC

swbc.com

Headquarters

San Antonio, Texas, United States

Company Size

1001-5000 employees

Founded

1976

View Profile

SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.