Talent.com
Financial Advisor Securities
Financial Advisor SecuritiesSouthside Bank • Fort Worth, TX, United States
Financial Advisor Securities

Financial Advisor Securities

Southside Bank • Fort Worth, TX, United States
18 days ago
Job type
  • Full-time
Job description

Position Title :

Financial Advisor Securities

Exempt Status : Exempt (17B)

Reports to :

President, Southside Investment Services

Location : University Center

Benefits :

  • Medical, Prescription Drugs, Dental, and Vision Insurance
  • Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
  • 401(k) with a Match
  • Basic, Voluntary, and Dependent Life Insurance
  • Paid Time Off
  • Paid Bank Holidays
  • Workplace Wellness Programs
  • Employee Assistance Programs
  • Tuition Reimbursement

Summary of the Job : Promotes and sells Non-deposit Investment products "NDIP" and services to the public through an integrated marketing program, including branch training, relationship development, individual and group presentations, direct-mail programs, follow-up calling and other client contact methods.

Essential Functions :

  • Interviews and counsels customers to obtain financial background and investment goal information needed to develop a customer profile and to assist in determining appropriate investment strategies under the direction of the Financial Advisor.
  • Remains thoroughly informed regarding NDIP and Bank changes in services, products and policies.
  • Cross-sells other Bank products and services to new and existing customers to generate new business.
  • Supports team on operational and client related issues.
  • Processes new business and completes new business related functions.
  • Opens customer accounts, maintains customer files and records in accordance with OSJ requirements and prepares all required reports.
  • Maintains all information relating to customer accounts and bank affairs in strict confidence.
  • Additional Functions :

  • Maintains a current understanding of stated procedures and policies, including regulatory compliance issues.
  • Participates in continuing educational courses, as required, through NDIP, the Financial Advisors Manager and mutual fund, broker / dealer and insurance company wholesalers.
  • Maintains NDIP Investment Center and display areas and handles public relations within branch locations.
  • Reads and understands NDIP Compliance Manual and remains current on all communications from NDIP Compliance Department.
  • Maintains a current understanding of stated procedures and policies, including regulatory compliance issues.
  • Required Education / Experience :

  • B.S. Degree in Finance, Accounting and / or Business-related field; and / or 5+ years related experience.
  • Strong interpersonal, written and verbal skills.
  • Exceptional organizational, analytical and critical thinking capabilities.
  • Strong project management skills.
  • Series 7 and 66 licenses required.
  • Previous sales and service support in a banking environment required.
  • Ability to build relationships with customers and Bank personnel.
  • Detailed oriented with excellent analytical skills.
  • Excellent verbal, non-verbal and interpersonal skills.
  • Excellent organizational & time management skills.
  • Excellent attitude & an extraordinary client service orientation.
  • Ability to handle multiple tasks & operate on tight deadlines.
  • Self-motivated and self-reliant with a business appearance and demeanor.
  • Ability to perform repetitive functions.
  • Necessary Skills :

  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry.
  • Ability to define problems : collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
  • Prioritize, organize and handle multiple projects simultaneously.
  • Physical Activity / Dexterity :

  • Manual dexterity sufficient to reach / handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.
  • Physical Environment Demands :

  • Must be able to remain in a stationary position 90% of the time.
  • The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
  • Constantly positions self to operate on a computer.
  • The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.
  • Working Conditions / Environment :

  • Well-lighted, heated and / or air-conditioned indoor office setting with adequate ventilation.
  • Moderate noise (e.g. business office with computers and printers, light traffic).
  • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    Create a job alert for this search

    Financial Advisor • Fort Worth, TX, United States

    Related jobs
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard • Fort Worth, TX, United States
    Full-time
    Join Vanguard as a Certified Financial Advisor in Plano, TX.Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cer...Show more
    Last updated: 18 days ago • Promoted
    FINANCIAL AID ADVISOR

    FINANCIAL AID ADVISOR

    CHCP Healthcare and Educational Services LLC • Fort Worth, TX, United States
    Full-time
    Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love wor...Show more
    Last updated: 26 days ago • Promoted
    Financial Solutions Advisor - Forth Worth Area

    Financial Solutions Advisor - Forth Worth Area

    Bank of America • Fort Worth, TX, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor / Planner - Wealth Management

    Financial Advisor / Planner - Wealth Management

    American National Bank of Texas • Fort Worth, TX, United States
    Full-time
    The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Other responsibilities include : .Meeting with clie...Show more
    Last updated: 30+ days ago • Promoted
    Contract Administration

    Contract Administration

    TEKsystems • Keller, TX, United States
    Full-time
    The primary objective is to audit and input lease and retail contracts into the portfolio system daily with a high degree of accuracy. The ability to verify information is accurate and be able to co...Show more
    Last updated: 10 days ago • Promoted
    Senior Contracts Specialist

    Senior Contracts Specialist

    Larson Maddox • Alvarado, TX, United States
    Full-time
    Senior Contracts Administrator.Reporting directly to the General Counsel, this role is key to managing and negotiating a wide range of commercial contracts across all business units.You'll work clo...Show more
    Last updated: 4 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Fort Worth Staffing • Fort Worth, TX, US
    Full-time
    Join a winning team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a financial advisor to provide investment and retirement planning services for its memb...Show more
    Last updated: 23 days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 76137 Fort Worth, TX, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Partner Tax Preparation Advisor Manager

    Partner Tax Preparation Advisor Manager

    PwC • Fort Worth, TX, United States
    Full-time
    A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, dat...Show more
    Last updated: 26 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Fort Worth, TX, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 04-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
    Last updated: 18 days ago • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 76179 Fort Worth, TX, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show more
    Last updated: 30+ days ago • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Financial Planner Recruiting, LLC • Fort Worth, TX, United States
    Full-time
    Our client is a boutique wealth management firm located in Fort Worth, TX.The Associate Advisor position contributes to the firms growth by ensuring exceptional service for both existing clients an...Show more
    Last updated: 18 days ago • Promoted
    Financial Advisor

    Financial Advisor

    First Command Financial Services • Fort Worth, TX, United States
    Full-time
    Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show more
    Last updated: 14 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Atria Wealth Solutions • Fort Worth, TX, United States
    Full-time
    CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth...Show more
    Last updated: 18 days ago • Promoted
    Advanced Planning Consultant

    Advanced Planning Consultant

    Insight Global • Fort Worth, TX, United States
    Full-time
    The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans.You will partner with Advisors at all levels of experience to ensure that clients ...Show more
    Last updated: 26 days ago • Promoted
    Wealth Management Advisor

    Wealth Management Advisor

    Fisher Investments • Keller, TX, United States
    Full-time
    Join our renowned firm as a Wealth Management Advisor, where you will inherit a roster of high-net-worth clients and stop prospecting. Since 1995, Fisher Investments has been dedicated to enhancing ...Show more
    Last updated: 6 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Fort Worth, TX, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 18 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Fort Worth, TX, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 18 days ago • Promoted