Principal-Pruitt Investment Advisors

Job Title: Principal-Pruitt Investment Advisors Job Type: Full-time (Monday-Friday 8:00 AM - 5:00 PM) Salary

Qualifications:

• Bachelors 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: Discover a rewarding career at Arcare. 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 organizations 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 firms 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

About Arcare

Founded on the belief that healthcare is a right not a privilege Arcare exists to make comprehensive high-quality care accessible to everyone especially in rural and underserved communities. What began in the rural Arkansas delta has grown into a multi-state healthcare network but our mission remains the same: Health for All . That mission drives everything we do from accepting every patient regardless of insurance status or ability to pay to expanding access to care and improving health outcomes in the communities we serve

We believe strong communities start with strong teams. We foster a supportive collaborative environment where employees are valued encouraged to grow and empowered to make a meaningful impact through their work. We invest in our people by supporting professional development encouraging leadership growth and providing opportunities to build long-term careers within the organization. A healthy work-life balance and a predictable schedule are part of our workplace culture.

Whether caring for patients in the clinic supporting operations behind the scenes or serving communities through outreach and education our teams are united by a shared purpose: delivering compassionate accessible care that improves lives.

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 employees birthday.
• 401(k) retirement plan with company matching up to 200% of the employees 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 employees position and job duties
• Possible Continuing Education reimbursement for current employees subject to supervisor and HR approval based on the employees position and job duties

Loan Repayment Opportunities

Many 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.

Application Assistance: If you need assistance with the application process please email .

Equal Opportunity Employer: Arcare is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability veteran status or any other characteristic protected by law.

Required Experience:

Unclear Seniority