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Wealth Advisor (Austin) at SWBC - ApplyBlast

Wealth Advisor (Austin)

SWBC

4 months ago

2.9 on Glassdoor

Austin, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

A Wealth Advisor at SWBC assists high-net-worth individuals and businesses in developing comprehensive financial plans by coordinating with other advisors to implement investment and insurance solutions. The role focuses on building strong relationships within centers of influence to generate consistent referrals and expanding the book of business through value-added services.

Responsibilities

Develop comprehensive financial plans for individuals and businesses
Analyze client profiles to determine suitability of investment products
Provide consultation on purchase and sale of securities and insurance
Coordinate with other advisors to implement tailored financial strategies
Grow book of business through referrals and centers of influence

Skills

Qualifications

Bachelor's Degree in BusinessSecurities Licenses 7, 63Group I Life and Health Insurance LicensesCertified Financial Planner (CFP)Chartered Financial Consultant (ChFC)

About SWBC

swbc.com

Headquarters

San Antonio, Texas, United States

Company Size

1001-5000 employees

Founded

1976

View Profile

SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.