Swbc
San Antonio or
Investment Advisor (401K Retirement Plans)
24,174applications sent for our users this week
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Apply to Investment Advisor (401K Retirement Plans) at SwbcJob details
- Location
- San Antonio or
- Work type
- Onsite
- Posted
- Jun 23, 2026
- Apply on
- swbc.wd1.myworkdayjobs.com
About this role
Bachelor's degree preferred, 7+ years retirement plan advisory/sales experience, Series 65 license, strong fiduciary/ERISA knowledge, Microsoft Office proficiency, excellent communication and presentation skills, ability to travel nationally.
What you'll do at Swbc:
- advising clients
- managing clients
- generating sales
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