Swbc
Wealth Advisor
San Antonio, TX
Sponsorship not specifiedDetected 28 days ago
LeadershipCommunication
About the role
- Why you'll love this role: In this role, y ou 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.
- Please note, SWBC does not hire tobacco users as allowed by law.
- To learn more about SWBC, visit our website at www.SWBC.com.
Responsibilities
- 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.
Requirements
- Bachelor's Degree in Business, Finance, Marketing, or related field.
- Analyzes and determines appropriate financial products for clients, applying knowledge of securities, investment plans, insurance solutions, market conditions, regulations, and financial situation of clients.
Nice to have
- Existing book of business cultivated through personal development efforts.
- 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.
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
Compensation
- Competitive overall compensation package
This listing is sourced directly from Swbc's careers page and normalized into a canonical job model.