Wealth Management Advisor: Grow Your Client Base

Summit Financial Group, Inc.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Summit Financial Group, Inc. seeks a Financial Advisor to provide guidance and advisory services to existing clients within Wealth Management.

You’ll report to the President, Retirement Plans, and work on increasing the client base while preparing reports, answering inquiries, and strengthening client relationships. You will analyze financial information, develop plans, provide investment recommendations, and maintain detailed records in Summit Dynamics CRM.

Qualifications

• 2–3 years’ experience in investments with an advisory focus.
• Proficiency with Microsoft Office 365 apps (Outlook, OneDrive, SharePoint).
• Bachelor’s degree in Finance or related field preferred.
• Licenses: Series 7 and Series 66 (63/65) preferred; Active life/health insurance license preferred.

Responsibilities

• Interview clients to determine financial objectives, risk tolerance, and other information for planning.
• Develop and maintain positive relationships with external clients.
• Recommend strategies in cash management, insurance, investment planning, or other areas to meet goals.
• Analyze financial information to determine strategies and prepare data for meetings and proposals.
• Review client accounts and plans regularly to identify changes or needs for reassessment.
• Maintain detailed records of client interactions in Summit Dynamics CRM.

Skills

Relationship building

Financial guidance

Financial planning

Client communication

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office 365

Outlook

OneDrive

SharePoint

Job description

Summit Financial Group, Inc. seeks a Financial Advisor to provide guidance and advisory services to existing clients within Wealth Management.

You’ll report to the President, Retirement Plans, and work on increasing the client base while preparing reports, answering inquiries, and strengthening client relationships. You will analyze financial information, develop plans, provide investment recommendations, and maintain detailed records in Summit Dynamics CRM.