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Financial Planning Consultant

2 months ago

Houston, Texas, United States BankTalent HQ Full time
Job Description

Job Title: Wealth Advisor

Job Summary:

We are seeking a dedicated Wealth Advisor to join our team of banking professionals at BankTalent HQ. As a Wealth Advisor, you will be part of a cohesive group of banking experts, including Retail Bankers, Community/Business Bankers, Private Bankers, Commercial Bankers, and Investment Management Portfolio Managers/Advanced Planning Professionals.

Key Responsibilities:

  • Build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team.
  • Deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implement the investment strategies to meet the needs of the bank's clients.
  • Primary responsibilities will include:
    • Financial planning
    • Investment management
    • Insurance
    • Trust services
    • Making presentations
    • Partnering with internal banking professionals
    • Coordinating with wealth management team members

Requirements:

  • Bachelor's degree
  • Minimum of 5 years of directly related experience, 10+ years preferred
  • Combination of education and experience may meet the requirements
  • Required licensing, FINRA Series 7 & 63, life and health insurance
  • CFP certification is highly preferred
  • Proficiency in using computers and relevant software
  • Excellent verbal and written communication abilities
  • Exceptional analytical and presentation skills
  • Experience with financial planning software preferred
  • Proven track record of building and managing high net worth client relationships
  • Keen understanding of financial planning