Wealth Advisor

SWBC•San Antonio, TX

2d•Onsite

About The Position

SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan. Once goals have been identified and a plan is developed, the Wealth Advisor will lead the effort to coordinate with a client’s other advisors to implement the plans and provide investment and insurance solutions that can help make goals a reality. Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.

Requirements

Bachelor’s Degree in Business, Finance, Marketing, or related field.
Securities licenses 7, 63, and Group I Life and Health Insurance Licenses.
Minimum three to five (3-5) years as a financial advisor or similar experience.
Excellent organizational and communication skills.
Current driver’s license and excellent driving record.
Able to travel locally.

Nice To Haves

Existing book of business cultivated through personal development efforts.
Well-developed or developing centers of influence network.
Extensive knowledge of the local market.
Certified Financial Planner, Chartered Financial Consultant, or similar certifications.
Relationship management experience.
Experience partnering with specialists from different disciplines to meet the complex financial needs of clients.

Responsibilities

Develops customer financial profiles to determine suitability of investment products based on financial position, resources, assets available to invest, and financial goals.
Analyzes and determines appropriate financial products for clients, applying knowledge of securities, investment plans, insurance solutions, market conditions, regulations, and financial situation of clients.
Provides consultation and recommendations to new and existing on the purchase or sale of securities, financial services, insurance and investment plans, based on specific customer profiles.
Develops special promotions in line with SWBC sales and marketing goals.
Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Maintains current files on all new and existing customers who purchase investments.
Develops flow of referrals from clients and centers of influence and follows through on leads.
Submits all sales documents to back office for submission to carriers.