DescriptionJob Title: Principal-Pruitt Investment Advisors
Job Type: Full-time (Monday-Friday, 8:00 AM - 5:00 PM), Salary
Qualifications:- Bachelor's degree in finance, accounting, economics, business administration, or a closely related field is required.
- Ten or more years of progressive experience in investment advisory, wealth management, retirement plan consulting, corporate treasury, or a combination of these, with a meaningful portion of that time in a leadership or principal capacity.
- Demonstrated experience advising plan sponsors on qualified retirement plans and working within a fiduciary framework is required.
- Experience operating inside a registered investment advisory firm, including its compliance obligations, is strongly preferred, as is experience serving clients alongside an affiliated insurance or benefits agency.
- Effective communication and interpersonal skills
Job Summary: We are seeking a dedicated and detail-oriented Principal-Pruitt Investment Advisors to join our dynamic healthcare team. A central part of the role is collaboration. The Principal works alongside the Pruitt Financial Services and Pruitt Agency teams to help their clients design, install, and administer retirement plan benefits, and to coordinate those benefits with the insurance, employee benefit, and financial planning services those teams already provide. The intent is a single, coordinated client experience across advisory, agency, and plan services rather than three separate conversations.
The role is both an operating leadership position and an advisory one. It requires the judgment to make decisions for the advisory firm, the discipline to meet fiduciary and regulatory obligations, and the relationship skills to work through other teams whose clients the incumbent does not own. The Arcare Foundation office serves as the primary office location, with regular presence across the Arcare and Pruitt service footprint.
Key Responsibilities:- Provide day-to-day leadership and strategic direction for Pruitt Investment Advisors, including growth objectives, service model, pricing, and staffing.
- Recruit, develop, and evaluate assigned staff, and build a succession bench for key client relationships.
- Recommend and maintain the organization's investment policy statement, including allowable instruments, duration targets, credit quality limits, and concentration limits.
- Prepare treasury and investment reporting for executive leadership, the Finance Committee, and the Board as requested.
- Maintain the advisory firm's regulatory standing, including Form ADV filings and updates, the written compliance program, the code of ethics, books and records, and annual compliance review.
- Support the annual audit and tax filings for the advisory firm and provide requested information for affiliated entity filings.
Skills & Attributes- Strong organizational skills with the ability to multitask effectively
- Excellent communication and customer service abilities
Arcare offers competitive pay and a strong company-paid benefits package for full-time employees, including:- Work-life balance through a predictable schedule. Schedules are established early and rarely change, so employees enjoy a steady workweek rhythm.
- No routine nights or weekends for most positions. (Some clinical roles may have limited weekend coverage based on clinic needs.)
- Company-paid employee medical, dental, and vision insurance
- Free care at any Arcare clinic for employees and covered family members enrolled in the Arcare health plan, starting the first day of your employment
- Company-paid life insurance and long-term disability coverage
- 96 hours of paid vacation time for full-time employees who work 40 hours per week. Accrual begins on the first day of employment.
- 96 hours of paid sick time for full-time employees who work 40 hours per week. Accrual begins on the first day of employment. Accrual rates increase upon tenure.
- Paid holidays, including one floating holiday and one birthday holiday to be used during the month of the employee's birthday.
- 401(k) retirement plan with company matching up to 200% of the employee's contribution of up to 4% after one year of employment
- Company-paid renewal of applicable licenses and certifications, subject to supervisor and HR approval based on the employee's position and job duties
- Possible Continuing Education reimbursement for current employees, subject to supervisor and HR approval based on the employee's position and job duties
Loan Repayment OpportunitiesMany Arcare locations serve medically underserved communities. Eligible clinical team members may qualify for federal loan repayment programs through HRSA, including the
National Health Service Corps Loan Repayment Program and the
Nurse Corps Loan Repayment Program. Eligibility and award approval are determined by HRSA based on role, location, discipline, and program requirements.
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