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Financial Advisor Financial Services Financial Consultant Wealth Management

Retirement Plan Wealth Advisor: Fiduciary & Design Expert

Job in Fort Wayne, Allen County, Indiana, 46804, USA
Listing for: SB Financial Group Inc.
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company seeks a Retirement Plan Wealth Advisor to act as the primary fiduciary for employer-sponsored retirement plans. This role demands technical expertise in plan administration and compliance while developing individual wealth relationships. Candidates should have a bachelor's degree in finance or a related field and at least 5 years of experience in retirement plan administration. Strong communication skills and a consultative approach are essential for success in this role, which involves building relationships with plan sponsors and participants.
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