Wealth Advisor - (US-TX-Sugar Land - 77496)

Minimum Education: None
Job Type: Full Time
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We are a national recruiting firm that specializes in the Financial Services Industry. Our services are retained by top-name companies within the industry to aid them in hiring qualified candidates.

A multi-billion community bank development company is seeking a Wealth Advisor to join its wealth management subsidiary. With over 60 banks nationally, this company is focused on giving only the best service to its clients as they have done for the last 20 years. The Wealth Advisor is a senior leader of a full-service banking team in a very prestigious banking environment and is heavily involved in developing relationships with high-net worth individuals and small business accounts. They are currently looking to fill their Sugar Land location.

Responsibilities Include: senior leader of a full service banking team, recommend appropriate investment strategies to clients based on their profile, maintain accurate investment customer records, attract and retain client relationships.

Minimum Qualifications: 3+ years related investment experience; Series 7 and 63; BA/BS preferred; Clean U4; minimum 150K production level.

Compensation: Compensation package is individually tailored and includes a comprehensive benefits package and enhanced payouts.

Please submit your current resume to resume@humancap.com to be considered and include Jobvertise in the subject line.

All responses are confidential.

Keywords:
bank, wealth management, financial consultant, investments, nasd, finra, wealth advisor, financial services, broker, investment consultant, financial advisor