Relationship-Driven 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

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.