Strategic Wealth Advisor - Grow Client Portfolios & Trust

Simmons Bank; Fort Worth (TX); Híbrido; USD 85 000 - 110 000; Tempo integral

Resumo da oferta

Simmons Bank in Fort Worth, TX seeks a Wealth Advisor to analyze client investment objectives and risk tolerances, providing suitable investment guidance. The advisor uses market knowledge to offer sound financial advice and maintain client privacy.

Responsibilities include serving clients, growing the client base, staying current on market activity, and ensuring compliance with regulations in a fast-paced environment.

Qualificações

• HS Diploma or GED required and one year of experience as a financial advisor.
• Strong knowledge of securities industry and market strategies.
• Ability to analyze financial reports and comply with regulations.

Responsabilidades

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by using market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Ensures compliance with applicable laws, regulations, and policies, including training.
• Performs other duties and responsibilities as assigned.

Conhecimentos

Financial analysis

Client relationships

Regulatory knowledge

Communication skills

Time management

Formação académica

HS Diploma/GED

Ferramentas

MS Office

Descrição da oferta de emprego

Simmons Bank in Fort Worth, TX seeks a Wealth Advisor to analyze client investment objectives and risk tolerances, providing suitable investment guidance. The advisor uses market knowledge to offer sound financial advice and maintain client privacy.

Responsibilities include serving clients, growing the client base, staying current on market activity, and ensuring compliance with regulations in a fast-paced environment.