SB Financial Group Inc.
Retirement Plan Wealth Advisor: Fiduciary & Design Expert
SB Financial Group Inc., Fort Wayne, Indiana, United States, 46804
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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