layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Advisor
Simmons Bank
Fort Worth, TX; TX Fort Worth 2601 S Hulen Street
Source: Simmons Bank careers · View original posting
- Employment
- full time
Employer job description
From Simmons Bank's posting. “We” and “our” refer to the employer.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Wealth Advisor analyzes and interprets clients’ investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances . The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.
Essential Duties and Responsibilities
Acts in the best interest of the client and delivers outstanding service.
Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
Maintains product knowledge and stays current of market activity and news affecting the markets.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.