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Wealth Advisor at SWBC - ApplyBlast

Wealth Advisor

SWBC

4 months ago

2.9 on Glassdoor

San Antonio, 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 focuses on building networks with centers of influence to generate referrals and securing growth within the high-net-worth and closely-held business sectors.

Responsibilities

Develops comprehensive financial profiles and investment plans for clients
Coordinates with external advisors to implement holistic wealth strategies
Cultivates networks with centers of influence to generate referrals
Analyzes market conditions to recommend securities and insurance products
Manages client assets held inside and outside the organization

Skills

Qualifications

Bachelor's Degree in Business, Finance, or MarketingSeries 7 LicenseSeries 63 LicenseGroup I Life and Health Insurance LicenseCFP Certification

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.