Senior Retirement Plan Investment Advisor
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
SWBC Retirement Plan Services seeks an experienced Investment Advisor to deliver advisory, fiduciary, governance, and plan consulting services to retirement plan sponsors. Build and manage a growing book of business, develop relationships with CPAs, attorneys, TPAs, and other referral sources, and lead client reviews and education sessions.
The role emphasizes relationship-driven growth, exceptional client service, and adherence to regulatory requirements across SEC/FINRA/ERISA standards.
Step into the Senior Retirement Plan Investment Advisor role at SWBC in Austin, TX, United States and grow with us.
The Senior Retirement Plan Investment Advisor position in the Finance field is open for applications.
We have an opening for a Senior Retirement Plan Investment Advisor in Austin, TX, United States within Finance.
This role, Senior Retirement Plan Investment Advisor at SWBC, could be your next opportunity.
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