10 дней назад
Wealth Advisor
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Wealth Advisor (Financial Planning and Investments): Developing comprehensive financial plans for individuals and businesses, coordinating with other advisors, and providing investment and insurance solutions with an accent on client profiling, securities, regulations, and relationship development. Focus on growing a high-net-worth client book, building referral networks, identifying additional business opportunities, and matching complex financial needs with suitable products.
Location: San Antonio, Texas, United States
Company
operates a growing division that provides wealth advisory, investment, and insurance solutions.
What you will do
- Develop comprehensive financial profiles and plans for individual and business clients.
- Analyze client goals, financial positions, market conditions, regulations, securities, investment plans, and insurance solutions.
- Recommend purchases or sales of securities, financial services, insurance, and investment plans.
- Coordinate with clients’ other advisors to implement financial plans.
- Grow the book of business by identifying additional client needs, outside assets, and value-added services.
- Build referral flows through clients and centers of influence, maintain customer files, and submit sales documents to carriers.
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Securities licenses 7 and 63, plus Group I Life and Health Insurance Licenses.
- 3–5 years of experience as a financial advisor or in a similar role.
- Excellent organizational and communication skills.
- Current driver’s license, excellent driving record, and ability to travel locally.
- Full-time, on-site work in San Antonio, Texas.
Nice to have
- Existing book of business and a developed or developing centers of influence network.
- Extensive knowledge of the local market.
- Certified Financial Planner, Chartered Financial Consultant, or similar certification.
- Relationship management experience.
- Experience partnering with specialists across different disciplines.
Culture & Benefits
- Competitive overall compensation package and work-life balance.
- Healthcare coverage options and traditional and Roth 401(k) retirement plans.
- Career growth opportunities, continuing education, and career certifications.
- Leadership Academy, Mentor Program, employee engagement activities, and recognition awards.
- Wellness Program and Years of Service awards.
- Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →