Strategic Wealth Advisor for High‑Net‑Worth Clients

SWBC; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Work/Life balance

Employee engagement awards

Years of Service awards

Career growth opportunities

Leadership Academy

Continuing education

Healthcare options

401(k) plans

Wellness program

Job summary

SWBC is seeking a Wealth Advisor to work with individuals and businesses to develop comprehensive financial plans and coordinate with clients' other advisors to implement investment and insurance strategies. You will create networks with centers of influence in the high-net-worth and closely-held business space to generate referrals and grow the book of business.

Ideal candidates have a Bachelor’s in Business/Finance/Marketing, 3–5 years as a financial advisor, and securities licenses (7, 63)

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• Securities licenses 7, 63, and Group I Life and Health Insurance Licenses.
• 3–5 years as a financial advisor or similar experience.
• Excellent organizational and communication skills.
• Current driver’s license and clean driving record.
• Able to travel locally.

Responsibilities

• Develops customer financial profiles to determine suitability of investment products.
• Analyzes and determines appropriate financial products for clients based on profiles and market conditions.
• Provides consultations and recommendations on securities, financial services, insurance and investment plans.
• Develops promotions aligned with SWBC sales goals.
• Grows book of business through referrals and centers of influence.
• Maintains current files on clients who purchase investments.
• Develops flow of referrals from clients and centers of influence.
• Submits all sales documents to back office for carriers.

Skills

Licenses: Series 7/63 + Life & Health

Communication skills

Driving license

Travel locally

Education

Bachelor’s degree in Business/Finance/Marketing

Job description

SWBC is seeking a Wealth Advisor to work with individuals and businesses to develop comprehensive financial plans and coordinate with clients' other advisors to implement investment and insurance strategies. You will create networks with centers of influence in the high-net-worth and closely-held business space to generate referrals and grow the book of business.

Ideal candidates have a Bachelor’s in Business/Finance/Marketing, 3–5 years as a financial advisor, and securities licenses (7, 63)