Wealth Advisor – Personalize Investments & Growth

Simmons Bank; Dallas (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Simmons Bank in Dallas is seeking a Wealth Advisor I to analyze clients’ objectives and risk tolerances, delivering tailored investment advice. The role relies on securities industry knowledge and market strategies to guide clients.

The advisor will expand the client base, stay informed on market activity, and ensure compliance with applicable laws and internal procedures while providing exceptional service.

Qualifications

• HS Diploma/GED and at least 1 year as a financial advisor.
• MS Office programs experience required.
• Series 7 and 63 licenses are required.
• Ability to work in a high‑stress environment.
• Maintain professional conduct and appearance.
• Protect client privacy and keep data confidential.
• Excellent oral and written communication skills.

Responsibilities

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

Skills

Reading & comprehension

Financial report analysis

Oral communication

Written communication

MS Office proficiency

Compliance awareness

Education

HS Diploma/GED

Series 7 and 63 licenses

Tools

MS Office suite

Job description

Simmons Bank in Dallas is seeking a Wealth Advisor I to analyze clients’ objectives and risk tolerances, delivering tailored investment advice. The role relies on securities industry knowledge and market strategies to guide clients.

The advisor will expand the client base, stay informed on market activity, and ensure compliance with applicable laws and internal procedures while providing exceptional service.