SWBC
Associate Wealth Advisor (Wealth Management Administrative Assistant)
SWBC, San Antonio, Texas, United States, 78201
Wealth Management Advisor
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. 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: Curates business development 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. Assists with comprehensive financial assessments to understand clients' goals, risk tolerance, and financial situation. Listen to clients' needs and objectives to tailor personalized financial plans and act as a liaison between clients and wealth advisor. Assists with customized wealth management plans that align with clients' short-term and long-term goals. Assists with investment options, retirement planning, risk management, tax strategies, and estate planning, among other topics, to optimize wealth growth and provide solutions that align to client goals with advisor direction. Brings awareness to risk mitigation strategies, including insurance coverage and asset allocation. Educate clients on potential risks and help them make informed decisions. Clarifies clients plan for retirement by determining savings goals and retirement income sources. Evaluate and support retirement account options such as IRAs and employer sponsored plans. Supports 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. Assists 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. Pursues relevant certifications and professional development opportunities. Serious candidates will possess the minimum qualifications: Associate's Degree in Business, Finance, Marketing, or related field or equivalent experience required. Bachelor's Degree in Business, Finance, Marketing, or related field from an accredited four-year college or university preferred. Minimum of two (2) years in investment sales, service, trades, consultation support, or related experience. Series 7 and Series 63 license, Group I license, current Texas driver's license, and excellent driving record required. Working knowledge of investments, insurance, financial products, financial planning, and use of financial planning tools. Excellent communication (verbal and written) and telephone etiquette skills. Strong analytical/problem solving skills Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. Proficient in standard Office software such as Word, Excel, Access, and PowerPoint; and ability to work with a variety of finance/investment systems. Excellent interpersonal and organizational skills. Able to work in a fast paced professional environment with heavy phone-based customer interaction. Able to work in a team and support multiple Advisors in multiple locations. Able to sit for long periods of time assisting customers on the phone and while executing, updating, and validating computer applications and data. Able to stoop, kneel, and lift 10-20 lbs. of files or other documents. SWBC offers: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility 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.
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. 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: Curates business development 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. Assists with comprehensive financial assessments to understand clients' goals, risk tolerance, and financial situation. Listen to clients' needs and objectives to tailor personalized financial plans and act as a liaison between clients and wealth advisor. Assists with customized wealth management plans that align with clients' short-term and long-term goals. Assists with investment options, retirement planning, risk management, tax strategies, and estate planning, among other topics, to optimize wealth growth and provide solutions that align to client goals with advisor direction. Brings awareness to risk mitigation strategies, including insurance coverage and asset allocation. Educate clients on potential risks and help them make informed decisions. Clarifies clients plan for retirement by determining savings goals and retirement income sources. Evaluate and support retirement account options such as IRAs and employer sponsored plans. Supports 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. Assists 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. Pursues relevant certifications and professional development opportunities. Serious candidates will possess the minimum qualifications: Associate's Degree in Business, Finance, Marketing, or related field or equivalent experience required. Bachelor's Degree in Business, Finance, Marketing, or related field from an accredited four-year college or university preferred. Minimum of two (2) years in investment sales, service, trades, consultation support, or related experience. Series 7 and Series 63 license, Group I license, current Texas driver's license, and excellent driving record required. Working knowledge of investments, insurance, financial products, financial planning, and use of financial planning tools. Excellent communication (verbal and written) and telephone etiquette skills. Strong analytical/problem solving skills Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. Proficient in standard Office software such as Word, Excel, Access, and PowerPoint; and ability to work with a variety of finance/investment systems. Excellent interpersonal and organizational skills. Able to work in a fast paced professional environment with heavy phone-based customer interaction. Able to work in a team and support multiple Advisors in multiple locations. Able to sit for long periods of time assisting customers on the phone and while executing, updating, and validating computer applications and data. Able to stoop, kneel, and lift 10-20 lbs. of files or other documents. SWBC offers: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility 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.