Wealth Management Professional
6 days ago
Sunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx.
About the RoleThe Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
Key Responsibilities- Develop Customized Financial Plans: Create comprehensive financial plans aligned with client goals and circumstances.
- Identify and Cultivate New Relationships: Identify, solicit, and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients.
- Deliver Exceptional Client Service: Deliver high-quality client service and make recommendations to address unmet needs and enhance existing relationships.
- Execute Sales and Market Development Plan: Effectively execute sales and market development plan addressing referrals from existing clients, line of business partners, and centers of influence.
- Communicate Complex Strategies: Explain complex strategies in easy-to-understand and concise terminology.
- Present Investment Opportunities: Deliver high-quality presentations and clearly convey wealth management's unique value proposition, investment philosophy, and range of investment and non-investment solutions beneficial to the client.
- Monitor Client Relationships: Meet regularly with clients to review and update financial plans, present investment performance, and relay the firm's market and economic outlook.
- Comply with Regulations: Monitor Wealth Management policies on an ongoing basis for regulation compliance.
- Understand Bank Policies: Understand the bank's mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
- Maintain Profitability: Maintain profitability of Wealth Management client relationships.
- Experience: 7 or more years of success in trust and investment sales to high-net-worth clients.
- Education: Bachelor's Degree in Business, Finance, or other related field.
- Certifications: Certified Financial Planner (CFP) designation highly preferred.
- Skills: Strong sales skills, ability to recognize sales opportunities, and drive to pursue them vigorously.
- Emotional Intelligence: High level of emotional intelligence and ability to read situations accurately.
- Business Development: Business development, COI development, and creative networking skills.
- Professional Appearance: Professional appearance and manner.
- Self-Motivation: Self-motivated and able to develop a sales culture.
- Training: Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing, and compliance.
- Availability: Must be able to work flexible hours.
- Bondability: Must be bondable.
- 401(k) Plan: 6% Match.
- Health/Dental/Vision Insurance.
- Company-paid Life Insurance.
- Tuition Reimbursement.
- Fitness Reimbursement.
- Paid Time Off.
- Volunteer Leave.
- Paid Holidays.
- Employee Perks: Plus many more employee perks & incentives.
At Sunflower Bank, N.A., we strive to be the financial backbone of our customers' lives. If you qualify, apply online at [insert link].
-
Wealth Management Professional
3 days ago
Plano, Texas, United States Sunflower Bank, N.A. Full timeJob Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Plano, Tx.Job Summary:We are looking for a highly motivated individual to provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses,...
-
Wealth Management Advisor
2 weeks ago
Plano, Texas, United States Peak American Financial Companies, Inc. Full timeUnlock Your Potential as a Wealth AdvisorJoin a dynamic team at Peak American Financial Companies, Inc. and take your career to new heights as a Wealth Advisor. With a strong focus on client satisfaction and a commitment to excellence, we offer a unique opportunity for experienced professionals to grow their client base and achieve financial success.Key...
-
Senior Wealth Manager
3 days ago
Plano, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.Key ResponsibilitiesFormulate and implement...
-
Financial Services Professional
7 days ago
Plano, Texas, United States LINCOLN WEALTH Full timeJob OpportunityWe are seeking a highly motivated and experienced Independent Advisor Representative to join our team at Lincoln Wealth. As a key member of our financial services office, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service to our clients.Requirements:Series 65 or 66 license is...
-
Customer Service Representative
7 days ago
Plano, Texas, United States LINCOLN WEALTH Full timeJob SummaryWe are seeking a highly motivated and organized Receptionist to join our team at Lincoln Wealth. As a key member of our front office, you will be responsible for providing exceptional customer service, managing appointments, and maintaining a positive and professional atmosphere.ResponsibilitiesProvide top-notch customer service to clients and...
-
Private Wealth Advisor
3 days ago
Plano, Texas, United States BOK Financial Full timeJob Title: Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, and businesses.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Senior Private Wealth Banker
2 weeks ago
Plano, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.Key...
-
Financial Planning Assistant
7 days ago
Plano, Texas, United States SFMG Wealth Advisors Full timeParaplanner Job DescriptionAt SFMG Wealth Advisors, we are seeking a highly motivated and detail-oriented Paraplanner to join our Financial Planning team. As a Paraplanner, you will play a critical role in supporting our Lead Planners and Advisors in developing comprehensive financial plans for our clients.Key Responsibilities:Develop a general understanding...
-
Financial Services Representative
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeJob OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...
-
Senior Private Wealth Banker
3 days ago
Plano, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth clients, providing tailored financial solutions, and driving business growth.Key ResponsibilitiesFormulate and execute...
-
Relationship Manager
2 weeks ago
Plano, Texas, United States Beacon Pointe Full timeRelationship ManagerWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors in Plano, TX.Key Responsibilities:Act as the primary point of contact for high-net worth clients, investment professionals, and other team members to provide exceptional service.Research and respond to client inquiries in a timely and professional...
-
Relationship Manager
6 days ago
Plano, Texas, United States Beacon Pointe Full timeRelationship ManagerWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors in Plano, TX.The successful candidate will be responsible for providing exceptional service to our high net worth clients, including frequent interaction with clients and prospects, researching and responding to client inquiries, and participating in...
-
Enterprise Architect Portfolio Manager
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeEnterprise Architect Portfolio ManagerFisher Investments is seeking an experienced Enterprise Architect Portfolio Manager to join our team. As a key member of our technology organization, you will play a critical role in shaping the future of our enterprise architecture environment.The OpportunityAs an Enterprise Architect Portfolio Manager, you will be...
-
Senior Technology Director
2 weeks ago
Plano, Texas, United States Saxon Global Full timeJob DescriptionThis is a 12-month contract with Comerica Bank. The role requires 2 days of office work and 3 days of remote work. The location is Plano, TX. The job is a Senior-level position with a focus on technology management.Key ResponsibilitiesLead a team of technology professionals with 15+ years of experience.Develop and implement technology...
-
Senior Technology Director
3 days ago
Plano, Texas, United States Saxon Global Full timeJob DescriptionThis is a 12-month contract with Comerica Bank. The role requires 2 days of office work and 3 days of remote work. The location is Plano, TX. The job is a Senior role, and the Technology Manager must have 15+ years of experience and be a true leader in Banking and/or Wealth Management.Key ResponsibilitiesLead a team of technology...
-
Enterprise Architect Portfolio Manager
3 days ago
Plano, Texas, United States Fisher Investments Full timeThe OpportunityWe are seeking an experienced Enterprise Architect to join our team at Fisher Investments. As a key member of our technology organization, you will play a critical role in shaping the future of our firm's technology and information security landscape.As an Enterprise Architect, you will be responsible for planning and developing architectural...
-
Electrical Engineering Manager
2 weeks ago
Plano, Texas, United States Westwood Professional Services Full timeElectrical Engineering Manager - SolarWestwood Professional Services, Inc. is seeking an experienced Electrical Engineering Manager to lead our solar team in Plano, TX. As an Electrical Engineering Manager - Solar, you will oversee the design teams for solar photovoltaic (PV) systems and serve as an Engineer of Record for projects.Key...
-
Civil Project Manager
1 week ago
Plano, Texas, United States Westwood Professional Services Full timeCivil Project Manager - Land DevelopmentWe are seeking a highly skilled Civil Project Manager to join our team at Westwood Professional Services, Inc. in Plano, TX. As a key member of our land development team, you will be responsible for managing land development civil engineering projects efficiently, meeting schedules and budgets.Key...
-
Civil Project Manager
3 weeks ago
Plano, Texas, United States Westwood Professional Services Full timeCivil Project Manager - Land DevelopmentWe are seeking a highly skilled Civil Project Manager to join our team in Plano, TX. As a key member of our Land Development group, you will be responsible for managing land development civil engineering projects efficiently, meeting schedules and budgets.Key Responsibilities:Manage land development civil engineering...
-
Electrical Engineering Manager
7 days ago
Plano, Texas, United States Westwood Professional Services Full timeElectrical Engineering Manager - SolarWestwood Professional Services, Inc. is seeking an experienced Electrical Engineering Manager to lead our solar PV systems design team in our Plano, TX office. As an Electrical Engineering Manager, you will oversee the design of industrial-to-utility scale solar and/or hybrid renewable energy projects, ensuring timely...