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Financial Advisor Job Description
SWBC (Southwest Business Corporation) has an evident opening for the Financial Advisor in Houston, TX. This is an sparkling event for the right particular to stick upon an enterprising as well as seasoned team, with an determined as well as expanding inhabitant firm. Headquartered in San Antonio, SWBC is the diversified monetary services association upon condition that the far-reaching operation of insurance, mortgage, as well as investment services to monetary institutions, businesses, as well as individuals. With offices opposite the country, SWBC is committed to upon condition that peculiarity products, superb service, as well as customized solutions in all 50 states. SWBC has been famous annually as the single of the Top Ten Best Places to Work in San Antonio.
Financial Advisor Position Summary
Markets as well as sells investment products to impending members as well as business of an reserved monetary institution.
Financial Advisor Essential Duties
- Develops patron monetary profiles to establish bearing of investment products formed upon monetary position, resources, resources accessible to invest, as well as monetary goals.
- Analyzes as well as determines suitable monetary products for clients for investment purposes, requesting believe of securities, investment plans, marketplace conditions, regulations, as well as monetary incident of clients.
- Financial Advisor Provides conference as well as recommendations to latest as well as existent upon the squeeze or sale of securities, monetary services, as well as investment plans, formed upon specific patron profiles.
- Trains monetary institution’s staff upon SWBC investment products as well as how to have referrals to the program.
- Acts as the relationship in between monetary establishment as well as SWBC to send any interpretation as well as report per products as well as customers.
- Develops special promotions in line with SWBC sales as well as selling goals.
- Financial Advisor Assists with growth as well as doing of selling devise for monetary establishment and/or reviews as well as maintains patron comment matter difference reports, signature pledge requests as well as seventeen compulsory annals as well as blotters.
- Maintains stream files upon all latest as well as existent business who squeeze investments.
- Maintains the list of referrals from institutions as well as follows by upon leads.
- Conducts sales contests as well as concentration days for all branches of monetary institution.
- Submits all sales papers to behind bureau for acquiescence to carriers.
Financial Advisor Minimum Requirements
- Must have during slightest the single (1) year monetary use or associated experience.
- Must have the Bachelor’s Degree in Business, Finance, Marketing, or associated field.
- Must have glorious organizational as well as information exchnage skills.
- Must have Securities licenses 7, 63, as well as Group I.
- Must have the stream driver’s permit as well as glorious pushing record.
- Must be means to transport locall
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