Senior Wealth Advisor, Dallas Market

Broadway Bank; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Generous paid time off

Career Development and Mentorship Programs

Retirement matching

Tuition reimbursement

Free vision insurance

Job summary

A prominent Texas financial institution is seeking a Financial Advisor II for the Dallas Market who will deliver expert financial advice and build strong client relationships. In this role, you'll manage a portfolio while crafting personalized financial strategies. Key responsibilities include conducting financial analyses and collaborating with clients and their advisors to provide comprehensive solutions. The ideal candidate has seven years of financial advising experience and is licensed in Texas. The position offers a collaborative environment and generous benefits.

Qualifications

• Seven years of relevant experience in financial advising or related field.
• S65 or S66; Texas Life and Health license required.

Responsibilities

• Create detailed financial road maps aligning strategies with personal goals.
• Review client financial statements and relevant documents for planning.
• Monitor and rebalance client accounts as needed.

Skills

Consultative approach

Investment management

Negotiation skills

Financial planning education

Client relationship management

Education

Four-year college degree in Finance, Accounting, or Business Administration

Job description

A prominent Texas financial institution is seeking a Financial Advisor II for the Dallas Market who will deliver expert financial advice and build strong client relationships. In this role, you'll manage a portfolio while crafting personalized financial strategies. Key responsibilities include conducting financial analyses and collaborating with clients and their advisors to provide comprehensive solutions. The ideal candidate has seven years of financial advising experience and is licensed in Texas. The position offers a collaborative environment and generous benefits.