Wealth Advisor: Holistic Planning & Growth

BOK Financial; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Excellent training and development

Strong team culture

Career growth opportunities

Job summary

A leading financial services firm in Houston is seeking a Financial Advisor to guide clients in achieving their financial goals through holistic planning. The ideal candidate will have a Bachelor's degree in Finance and 1-2 years of related experience or a longer equivalent background. Strong interpersonal skills are essential for building client relationships. This position emphasizes excellent customer service and personal career development through extensive training and support.

Qualifications

• 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.

Responsibilities

• Meet with clients to understand their financial goals.
• Prepare customer presentations utilizing databases.
• Maintain familiarity with the current securities portfolio.
• Complete required training and keep securities licensing in good standing.

Skills

Interpersonal skills

Financial planning

Client relationship management

Education

Bachelor's Degree in Finance or related field

Job description

A leading financial services firm in Houston is seeking a Financial Advisor to guide clients in achieving their financial goals through holistic planning. The ideal candidate will have a Bachelor's degree in Finance and 1-2 years of related experience or a longer equivalent background. Strong interpersonal skills are essential for building client relationships. This position emphasizes excellent customer service and personal career development through extensive training and support.