Wealth Advisor
Simmons Bank(2 months ago)
Dallas, TXOnsiteFull TimeJunior$62,848 - $84,289 (estimated)Wealth Management
Apply NowAbout this role
The Wealth Advisor I evaluates clients’ investment objectives and risk tolerances to provide individualized investment advice. The role leverages knowledge of the securities industry and market strategies to give sound financial guidance and support client financial goals.
Required Skills
- Client Service
- Investment Advice
- Market Knowledge
- Sales
- Compliance
- Financial Analysis
- Communication
- MS Office
- Risk Assessment
- Confidentiality
Qualifications
- HS Diploma/GED
- Series 7
- Series 63
About Simmons Bank
simmonsbank.comFor more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
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