Wealth Management Advisor
3 weeks ago
Primary Responsibilities
Develop customized financial planning and wealth management strategies aligned with client goals and circumstances. Identify, solicit, and cultivate new relationships with high-net-worth individuals and families, professional service companies, non-profit and foundation clients. Deliver high quality client service as well as appropriate recommendations to address unmet needs to enhance existing relationships. Effective execution of sales and market development plan addressing referrals from existing clients, line of business partners and centers of influence. Explain complex strategies in easy-to-understand and concise terminology. 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. Meet regularly with clients to review and update financial plans, present investment performance, and relay the firm’s market and economic outlook. Practice departmental strategies for the delivery of quality and effective customer service. Monitor Wealth Management policies on an ongoing basis for regulation compliance. Understand the bank’s mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct. Maintain profitability of Wealth Management client relationships. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines. Understand and participate in the Bank’s Community Reinvestment Act program. Perform other duties as assigned.Education/Experience Preferred:
7 or more years of success in trust and investment sales to high-net-worth clients. Bachelor’s Degree in Business, Finance, or other related field Certified Financial Planner (CFP®) designation highly preferred Experience utilizing MoneyguidePro or similar financial planning software to create comprehensive cash flow and retirement plans Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously. Must possess a high level of emotional intelligence and the ability to read situations accurately. Must possess business development, COI development and creative networking skills. Must have a professional appearance and manner. Must be self-motivated and able to develop a sales culture. Expected to participate in ongoing Sunflower Bank, , marketing and compliance. Must be able to work flexible hours. Must be bondable. Must be able to work flexible hours.Sunflower Bank Benefits employees enjoy outstanding benefits, including:
401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more employee perks & incentivesPeople choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
-
Wealth Advisor Associate
20 hours ago
Austin, United States Mission Wealth Full timeJob DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Austin, TX! If you are ready to elevate your career in a leading wealth...
-
Wealth Management Advisor
4 weeks ago
Austin, United States Sunflower Bank, N.A. Full timeSunflower Bank, N. A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N. A. is seeking a seasoned Wealth Man Management, Wealth, Advisor, Financial Planning, Investment, Client Relations, Banking
-
Wealth Advisor
3 days ago
Austin, United States HUB International Full timeAbout Us:HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,00 Wealth Advisor, Wealth, Advisor, Financial Planning, Client Relations, Banking
-
Wealth Management Advisor
3 weeks ago
Austin, United States Sunflower Bank, N.A. Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
-
Wealth Management Advisor
4 weeks ago
Austin, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
-
Wealth Management Advisor
2 weeks ago
Austin, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
-
Wealth Management Advisor
1 week ago
Austin, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
-
Wealth Management Advisor
1 week ago
Austin, United States Sunflower Bank, N.A. Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
-
Wealth Advisor
2 weeks ago
Austin, United States Cresset Corporation Full timeAbout Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Wealth Advisor
3 weeks ago
Austin, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Wealth Advisor
3 weeks ago
Austin, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Wealth Advisor
1 week ago
Austin, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Wealth Advisor
1 week ago
Austin, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Director - Wealth Advisor
1 month ago
Austin, United States Judson Group Full timeJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel and work closely with all...
-
Director - Wealth Advisor
4 weeks ago
Austin, United States Judson Group Full timeJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel and work closely with all...
-
Director - Wealth Advisor
2 months ago
Austin, United States Judson Group Full timeJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel and work closely with all...
-
Senior Wealth Advisor
3 weeks ago
Austin, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family...
-
Senior Wealth Advisor
1 month ago
Austin, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family...
-
Wealth Advisor
3 weeks ago
Austin, United States Choreo Full timeAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...
-
Wealth Advisor
2 months ago
Austin, United States Choreo Full timeJob DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...
