Cadence Bank
Associate Wealth Advisor
Cadence Bank - Houston, Texas, United States, 77246
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Overview
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Associate Wealth Advisor
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Cadence Bank 22 hours ago Be among the first 25 applicants Join to apply for the
Associate Wealth Advisor
role at
Cadence Bank Summary
Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities include, but are not limited to, the following: Position Title:
Associate Wealth Advisor
Reports To: Wealth Advisor - Team Lead
FLSA Status:
Exempt
Summary
Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities include, but are not limited to, the following:
Client Responsibilities
Draft, deliver financial plans, answer questions, follow-up, and ensure action items are completed accurately and promptly Implement financial plans and recommendations working within the Wealth Advisory team Ensure timely client communications Develop client relationships and begin to build book of business
Team Responsibilities
Support Wealth Advisors and team as necessary Guide quality and timeliness of other Wealth Associates Lead various projects for Wealth Advisory team Support succession goals of Wealth Advisory team Assist with research and creation of educational and training materials Assist Wealth Advisory team with client onboarding and servicing
Firm Responsibilities
Understand and support the firm’s vision, mission, and strategy Participate in various strategic firm projects and initiatives Participate in the Wealth Advisor Residency Program Participate in committee and/or working group
Degrees and Designations
Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, with a degree in Financial Planning, Finance, Accounting, or other business-related degree CFP certification Additional certifications and/or educational opportunities encouraged
Experience Requirement
Professional work experience required (4-7 years) Completion of the CFP designation, including work experience Satisfy all responsibilities and requirements of Senior Wealth Associate role
Performance Measures
Mastery of technical, communication, and presentation skills Expertise in wealth planning, technology, software, etc. Years of experience and number of clients serviced Typical time in this position is 2-4 years
Skills Required
Professional appearance and demeanor Proactive and strong work ethic Teamwork, time management, and attention to detail Strong writing and communication skills with clients and team members Mastery of firm’s procedures and processes Knowledge in general wealth planning and basic financial analysis Technical knowledge in financial planning software and other tools
Skills Being Developed
Maintaining relationships and communicating with clients effectively Further building knowledge base within wealth planning/advisory and niche areas Building business development and relationship management skill set Pursuit of additional designations encouraged
Supervisory Responsibilities
This job has no supervisory responsibilities
Qualifications
Education
Required
Bachelors or better
Experience
Required
4 years:
Professional work experience
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
None Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Cadence Bank by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
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Associate Wealth Advisor
role at
Cadence Bank 22 hours ago Be among the first 25 applicants Join to apply for the
Associate Wealth Advisor
role at
Cadence Bank Summary
Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities include, but are not limited to, the following: Position Title:
Associate Wealth Advisor
Reports To: Wealth Advisor - Team Lead
FLSA Status:
Exempt
Summary
Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities include, but are not limited to, the following:
Client Responsibilities
Draft, deliver financial plans, answer questions, follow-up, and ensure action items are completed accurately and promptly Implement financial plans and recommendations working within the Wealth Advisory team Ensure timely client communications Develop client relationships and begin to build book of business
Team Responsibilities
Support Wealth Advisors and team as necessary Guide quality and timeliness of other Wealth Associates Lead various projects for Wealth Advisory team Support succession goals of Wealth Advisory team Assist with research and creation of educational and training materials Assist Wealth Advisory team with client onboarding and servicing
Firm Responsibilities
Understand and support the firm’s vision, mission, and strategy Participate in various strategic firm projects and initiatives Participate in the Wealth Advisor Residency Program Participate in committee and/or working group
Degrees and Designations
Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, with a degree in Financial Planning, Finance, Accounting, or other business-related degree CFP certification Additional certifications and/or educational opportunities encouraged
Experience Requirement
Professional work experience required (4-7 years) Completion of the CFP designation, including work experience Satisfy all responsibilities and requirements of Senior Wealth Associate role
Performance Measures
Mastery of technical, communication, and presentation skills Expertise in wealth planning, technology, software, etc. Years of experience and number of clients serviced Typical time in this position is 2-4 years
Skills Required
Professional appearance and demeanor Proactive and strong work ethic Teamwork, time management, and attention to detail Strong writing and communication skills with clients and team members Mastery of firm’s procedures and processes Knowledge in general wealth planning and basic financial analysis Technical knowledge in financial planning software and other tools
Skills Being Developed
Maintaining relationships and communicating with clients effectively Further building knowledge base within wealth planning/advisory and niche areas Building business development and relationship management skill set Pursuit of additional designations encouraged
Supervisory Responsibilities
This job has no supervisory responsibilities
Qualifications
Education
Required
Bachelors or better
Experience
Required
4 years:
Professional work experience
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
None Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Cadence Bank by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Houston, TX $120,000.00-$230,000.00 6 months ago Houston, TX $80,000.00-$125,000.00 6 months ago Houston, TX $120,000.00-$180,000.00 1 week ago Investment Consultant - City National Rochdale
Houston, TX $101,231.00-$172,355.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Wealth Strategist, Vice President - Houston
J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (West Central)
J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (Central Houston)
Associate Wealth Advisor, Schwab Wealth Advisory
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX and surrounding areas (South Central)
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast)
J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (Gulf Coast/Southeast)
Houston, TX $100,000.00-$130,000.00 6 days ago Financial Advisor - Endowments and Foundations
Houston, TX $100,000.00-$130,000.00 1 week ago Houston, TX $122,535.00-$208,715.00 1 day ago J.P. Morgan Wealth Management - Private Client Advisor - Katy/ Houston, TX and surrounding areas
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr