Financial Advisor

Where

Irving, TX

What you'll be doing

As a financial advisor, the incumbent will acquire and deepen relationships with clients through comprehensive needs-based marketing and promotion of investment products and services within our branch environment. He/she will work with the branch team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for clients to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. The responsible person for this position will conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators. The incumbent will also demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products and strong interpersonal skills as well as provide exceptional service throughout the investment process.

What your background should be

Bilingual in Spanish is required. At least three years of customer-facing investment, insurance and financial planning experience is required, (Phone-based sales a plus). Applicant requires having strong compliance record in prior position; ability to create and foster strong partnerships with the branch employees and business partners; excellent communication and organizational skills; and track record that demonstrates exceptional ability to grow revenue, assets and client base.

Required Schooling / Training

Bachelor degree preferred.

Who is the client company

The client is a leading global provider of investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

If you are interested in this position, send your resume to apply@kochdavis.com