Description
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards
long-term financial goals. Other responsibilities include :
- Meeting with clients to discuss their financial goals and current financial position
- Building and maintaining relationships with clients
- Cross-selling bank products and services
- Investigates each client's financial situation in order to provide investment and financial planning advice
- May require work on physical bank premises
Qualifications :
- Bachelor's degree or equivalent educational / work experience
- 3-5 years of full Financial Advisor experience
- NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
- Criminal background check required and personal finances must be in good standing (for financial licensing purposes)
Skills :
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math
and carry out written instructions.
- Travel to a variety of locations to perform work and / or attend meetings as required
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- Must be able to travel regularly from location to location
- Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Wealth Management Financial Advisor (McKinney/Allen Markets)
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Meeting with clients to discuss their financial goals and current financial position. Investigates each client's financial situation in order to provid...
Wealth Management Financial Advisor (McKinney/Allen Markets)
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Meeting with clients to discuss their financial goals and current financial position. Investigates each client's financial situation in order to provid...
Equitable Advisors Financial Advisor- Fast Track to Management
Financial Professional/Wealth Management Associate/Retirement Planning Associate/Financial Consultant. After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Investment advis...
Wealth Management Advisor
Minimum of 2 years of experience in wealth management or financial advisory role, with a track record of success in client relationship management. Our client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. Strong understan...
Experienced Wealth Management Associate
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. LPL Financial, member FINRA, SIPC, is the...
Financial Advisor
Rethink Wealth, you’ll be instrumental in offering customized financial strategies, ensuring our clients are well-equipped to meet their financial objectives. Your work here contributes directly to redefining what it means to be a financial advisor and a leader, setting new standards for excellence ...
Financial Advisor Wealth Manager
Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Our job is to meet, discover and close clients to assist them from their current disasters to our proven financial and retirement success...
J.P. Morgan Wealth Management - Private Client Advisor - McKinney, TX (Eldorado and 75)
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
J.P. Morgan Wealth Management – Private Client Advisor - Plano, TX
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. This will be done with a consistent focus on relationship manageme...
J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...