Wealth Advisor: Growth & Comprehensive Planning

SWBC; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive overall compensation package

Work/Life balance

Continuing education and career certifications

Variety of healthcare coverage options

Job summary

SWBC in Dallas is looking for a Wealth Advisor to work with clients in creating comprehensive financial plans. This role involves analyzing financial situations, providing suitable investment recommendations, and growing the client base through referrals.

The ideal candidate will have a Bachelor’s Degree in a relevant field and experience in financial advising. With a competitive compensation package and various employee benefits, SWBC offers opportunities for career growth and training.

Qualifications

• Minimum three to five (3-5) years as a financial advisor or similar experience.
• Ability to travel locally.
• Existing book of business preferred.

Responsibilities

• Develop financial profiles and determine suitable investment products.
• Analyze financial situations and provide tailored recommendations.
• Grow the book of business through referrals and partnerships.

Skills

Financial advising

Relationship management

Communication skills

Organizational skills

Education

Bachelor’s Degree in Business, Finance, Marketing, or related field

Tools

Securities licenses

Insurance licenses

Job description

SWBC in Dallas is looking for a Wealth Advisor to work with clients in creating comprehensive financial plans. This role involves analyzing financial situations, providing suitable investment recommendations, and growing the client base through referrals.

The ideal candidate will have a Bachelor’s Degree in a relevant field and experience in financial advising. With a competitive compensation package and various employee benefits, SWBC offers opportunities for career growth and training.