Investment Advisor

NPAworldwide; Round Rock (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

NPAworldwide is seeking an Investment Advisor in Round Rock, TX to build a client portfolio under the bank's trust powers. You will meet people, develop new business, and help clients reach financial goals with access to ETF models and SMAs, plus in-house CFA support for fixed-income investments.

Responsibilities include developing new business, creating lasting client relationships, and delivering exceptional service while leveraging community networks and referrals.

Qualifications

• 3–5 years experience in investment sales or financial services.
• Ability to generate new business and build client relationships.
• Familiarity with investment products, ETFs, and fixed annuities.

Responsibilities

• Build your own portfolio of clients through networking, referrals and community involvement.
• Develop new business and nurture lasting client relationships.
• Deliver excellent customer service and investment guidance.

Skills

Customer service

Communication

Relationship management

Networking

Education

Bachelor's degree

Job description

Job Description

Our client is seeking a motivated Investment Advisor who enjoys meeting people, developing new business, and helping clients achieve their financial goals. Working under the bank's trust powers, you will have the opportunity to build your own portfolio of clients through networking, referrals, and community involvement.

Our client is seeking a motivated Investment Advisor who enjoys meeting people, developing new business, and helping clients achieve their financial goals. Working under the bank's trust powers, you will have the opportunity to build your own portfolio of clients through networking, referrals, and community involvement.

You will have access to established ETF models and third-party separately managed accounts (SMAs), along with investment support from an in-house CFA who manages fixed-income investments. This lets you focus on developing new business, building lasting client relationships, and delivering exceptional customer service.

Qualifications

• Three to five years of experience in investment sales or financial services.
• Demonstrated ability to generate new business and build client relationships.
• Strong customer service, communication, and relationship management skills.
• Familiarity with investment products, managed accounts, ETFs, and fixed annuities.
• Insurance license required; securities licenses are not required.
• Bachelor's degree required.
• A self-motivated, outgoing personality with an interest in networking and community involvement.

Why Is This a Great Opportunity

If you enjoy building relationships, growing a business, and helping clients achieve their financial goals, this position may be for you. Join the wealth management department of a community bank known for its commitment to personalized service and strong community relationships. Round Rock offers an appealing combination of affordable living, highly rated schools, and a strong local economy. With crime significantly below the national average, it provides a welcoming community for professionals and families seeking the benefits of the Austin metropolitan area without living in Austin itself.

Salary Type : Annual Salary

Salary Min : $ 75000

Salary Max : $ 95000

Currency Type : USD