Financial Advisor/Planner - Wealth Management
About The Position
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals supporting clients in Tarrant County markets (7th Street, Hurst, and Mansfield). 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.
Requirements
- 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
- Personal finances must be in good standing (for financial licensing purposes)
- 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
Nice To Haves
- Fluent in English and Spanish
Responsibilities
- Developing, managing and retaining client relationships
- Helping clients work towards long-term financial goals
- Meeting with clients to discuss their financial goals and current financial position
- Building and maintaining relationships with clients
- Cross-selling bank products and services
- Investigating each client's financial situation in order to provide investment and financial planning advice
- May require work on physical bank premises
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
