Retirement Plan Advisor
Sowell ManagementHighlight
Summary
About the Role
About You
- Minimum 7+ years of experience in the retirement plan industry in a Relationship Management capacity for 401(k) and 403(b) plans.
- FINRA license: Series 65 or 66.
- Strong ERISA fiduciary knowledge, including 3(21) duties.
- Experience negotiating with C-level executives at plan sponsors and record keepers.
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Retirement designations: CRPS®, AIF, or ChFC.
- CRM proficiency.
- Track record of managing 10+ plans with a participant engagement focus.
Benefits
- Competitive W2 base salary + incentive opportunities tied to AUM growth and onboarding new plans.
- Comprehensive benefits package including health insurance, 401(k) with firm match, and professional development stipend.
- Enterprise tech stack: CRM, financial planning, trading platforms, and portfolio management tools.
- Collaborative, entrepreneur-minded environment with mentorship from experienced advisors and leadership.
- Commitment to work-life balance with reasonable client expectations and office hours.
- Ongoing professional development and support for continuing education and certifications.
Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Any testimonial is not representative of the experiences of other clients, and there is no guarantee of future performance or success.