Financial Advisor - Houston, TX
Core
Meet with affluent clients to collect financial information, assess investment needs, and deliver tailored investment management and insurance services.
Role type
Wealth Management Advisor (Financial Advisor)
Builds
Client portfolios and insurance strategies for affluent individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial sales, investment planning, insurance licensing, portfolio construction, client discovery
Preferred skills
Goals-based planning, asset allocation, retirement planning, private banking knowledge, new business development
Technologies
MoneyGuidePro, Salesforce, Seismic
Responsibilities
Conduct client discovery and assess investment needs, determine suitable financial products, deliver portfolio management and trust administration, provide economic and market views, construct tailored portfolios, partner with other financial services channels
Seniority
Mid-level IC