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For your reference, we have included the original job posting below.
Financial Advisor
Job Number:
42797756
Company Name:
SWBC
Job Location:
Houston, TX US
Job Categories:
Accounting & Finance Sales & Sales Management
Minimum Education:
4-Year College Degree
Financial Advisor
SWBC (Southwest Business Corporation) has an immediate opening for a Financial Advisor in Houston, TX. This is an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm.
Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. SWBC has been recognized annually as one of the Top Ten Best Places to Work in San Antonio.
Position Summary
Markets and sells investment products to prospective members and customers of an assigned financial institution.
Essential Duties
Develops customer financial profiles to determine suitability of investment products based on financial position, resources, assets available to invest, and financial goals.
Analyzes and determines appropriate financial products for clients for investment purposes, applying knowledge of securities, investment plans, market conditions, regulations, and financial situation of clients.
Provides consultation and recommendations to new and existing on the purchase or sale of securities, financial services, and investment plans, based on specific customer profiles.
Trains financial institution’s staff on SWBC investment products and how to make referrals to the program.
Acts as a liaison between financial institution and SWBC to relay any data and information regarding products and customers.
Develops special promotions in line with SWBC sales and marketing goals.
Assists with development and implementation of marketing plan for financial institution and/or reviews and maintains customer account statement exception reports, signature guarantee requests and seventeen required records and blotters.
Maintains current files on all new and existing customers who purchase investments.
Maintains a list of referrals from institutions and follows through on leads.
Conducts sales contests and focus days for all branches of financial institution.
Submits all sales documents to back office for submission to carriers.
Requirements:
Minimum Requirements
Must have at least one (1) year financial service or related experience.
Must have a Bachelor’s Degree in Business, Finance, Marketing, or related field.
Must have excellent organizational and communication skills.
Must have Securities licenses 7, 63, and Group I.
Must have a current driver’s license and excellent driving record.
Must be able to travel locall
Additional Information
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users.
SWBC’s compensation package is competitive and includes the following employee benefits: 401(k) with company match, paid medical/dental health premiums for employees, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at . If interested, please apply on-line through our website listed above. Only those candidates who meet the minimum requirements need apply.
