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Wealth Advisor (Dallas) at SWBC - ApplyBlast

Wealth Advisor (Dallas)

SWBC

4 months ago

2.9 on Glassdoor

Dallas, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

A Wealth Advisor at SWBC develops comprehensive financial plans for individuals and businesses, coordinating with other advisors to implement investment and insurance solutions. This role involves creating networks within the high net worth and closely-held business space to generate referrals and introducing suitable financial products based on client profiles. Advisors analyze market conditions and client situations to recommend securities and insurance, while also submitting necessary sales documentation.

Responsibilities

Develop comprehensive financial profiles and investment plans for clients
Analyze market conditions to recommend appropriate securities and insurance
Build networks with centers of influence to generate referrals
Manage client accounts and implement wealth management strategies
Submit sales documentation and coordinate with back office teams

Skills

Qualifications

Bachelor's Degree in Business, Finance, Marketing, or related fieldSeries 7 LicenseSeries 63 LicenseGroup I Life and Health Insurance LicenseCFP or ChFC Certification (Preferred)

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.