- Develops and executes marketing strategies to identify and attract potential clients. Cultivate a network of referral sources and strategic partnerships. Organize client seminars, webinars, and workshops to raise awareness about SWBC wealth management services.
- Conducts comprehensive financial assessments to understand clients' goals, risk tolerance, and financial situation. Listen to clients' needs and objectives to tailor personalized financial plans.
- Creates customized wealth management plans that align with clients' short-term and long-term goals.
- Evaluates investment options, retirement planning, risk management, tax strategies, and estate planning, among other topics, to optimize wealth growth and provide recommendations that align to client goals.
- Recommends suitable investment portfolios based on clients' risk profiles and objectives. Continuously monitor and adjust investments to align with changing market conditions and client goals.
- Provides guidance on risk mitigation strategies, including insurance coverage and asset allocation. Educate clients on potential risks and help them make informed decisions.
- Helps clients plan for retirement by determining savings goals and retirement income sources. Evaluate and recommend retirement account options such as IRAs and employer sponsored plans.
- Recommends well-crafted estate plans, including wills, trusts, and beneficiary designations. Set clients up for efficient wealth transfer and to minimize estate taxes.
- Educates clients on financial concepts, investment strategies, and market trends. Maintain regular communication with clients to provide updates on their portfolios, the markets, and other timely topics, and address any concerns.
- Builds strong, long-lasting relationships with clients by providing exceptional service. Regularly review and adjust financial plans to adapt to clients' changing circumstances.
- Ensures compliance with industry regulations and internal policies. Keep abreast of changes in financial laws and regulations.
- Develops and implements strategies for growing the client base and increasing assets under management. Participates in networking events and industry associations to enhance visibility.
- Stays updated on financial markets, investment products, and industry trends. Pursue relevant certifications and professional development opportunities.
- Bachelor's Degree in Business, Finance, Marketing, or related field.
- Securities licenses 7, 63, and Group I Life and Health Insurance Licenses.
- Minimum of three (3) years as a financial advisor or related experience in a sales, advice, or investment role where goals were met or exceeded.
- Valid and active Securities licenses 7 and 66 (or 63 and 65) and Group 1 Life and Health Insurance licenses.
- CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant (ChFC), or similar designations.
- Comprehensive understanding of the needs and goals of high-net-worth families and institutions.
- Existing book of business cultivated through personal development efforts preferred.
- Well-developed or developing centers of influence network preferred.
- Extensive knowledge of the local market and community preferred.
- Proficient in building and nurturing robust relationships, instilling trust, and enhancing client experiences to cultivate unwavering loyalty.
- Self-motivated and adept at efficiently managing time, workload, and capacity management.
- Demonstrates an ownership mindset, excelling at setting and achieving goals, taking accountability for both successes and setbacks.
- Collaborates seamlessly with team members to accomplish tasks and objectives.
- Communicates persuasively and confidently, proactively engaging with all clients.
- Proficient in adapting to and implementing changes in response to evolving market and business dynamics; excels in fast-paced environments.
- Open to continuous feedback and actively integrates it to foster personal and professional growth.
- Integrates regulatory due diligence thoroughly into daily activities and long-term client strategies.
- Current driver's license and excellent driving record.
- Ability to travel locally.
- Proficient Microsoft Office skills, including Outlook, Word, and Excel.
- Excellent organizational skills.
- Able to use basic office equipment, including copy machine and personal computer.
- Able to type 35 WPM.
- Sit for long periods of time performing sedentary activities.
- Stand, stoop, and kneel for long periods of time.
- Push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Emerging Professionals and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
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Wealth Advisor - San Antonio, United States - SWBC
Description
SWBC is seeking a results-oriented, highly motivated self-starter who works with affluent and high net worth clients, identifying needs, developing relationships, reviewing goals, and preparing financial plans and recommendations that align with the goals of both existing and prospective clients. You will design and develop your practice as you enhance the financial security of your clients. Over time, you will grow your business by identifying value-added products and services for clients, providing personalized advice and outstanding client experiences, consolidating assets held outside of SWBC, and developing additional business through referrals and centers of influence.
Why you'll love this role:
In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.
Essential duties include the following:
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at If interested, please click the appropriate apply button.
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