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Job Title: Associate Financial Advisor
Functional Title: Associate Financial Advisor
Organizational Location: Wealth Management
Physical Location: 8410 Hwy 90A, Suite 100, Sugar Land Texas 77478
Reports To: Manager Director, BancorpSouth Wealth Management
Working Conditions: Normal, no adverse or hazardous conditions
Job Group Category: Exempt plus Commission
Work Hours: Monday
Friday, 8:00 am
Primary Purpose: (Summary of major reason this job exists)
This Associate Financial Advisor position will support Wealth Management Investment teams in client acquisitions, retention, service, and sales. They will help coach bank branch personnel in identifying good referral prospects, train licensed bank employees to sell annuities; and provide whatever support is needed for the team's existing client base.
Principal Duties and Responsibilities:(Majority of duties performed, but not meant to be all inclusive or to prevent other duties from being assigned)
Work with lead Financial Advisor in the territory to assist with client acquisition and retention
Become fluent with internal and external systems, products, processes, compliance, and bank organizational structure
Become familiar with existing clients, bank associates, and communities within the territory
Assist Financial Advisor in growing the current client base during the transition period
Integrate fully into the communities served as Financial Advisor for existing book of clients, bank associates, and centers of influence
Conduct branch referral training
Become fluent in all regulatory and compliance requirements
Prepare new account and account maintenance documentation
Prepare client investment proposals and annual reviews
Have the ability to discuss product specifics and comparisons, including cost/benefit analysis
Job Specifications: (Knowledge, skills, and abilities normally required for competent performance in the job)
FINRA Series 7 & 65, registered with experience
Sales skills and a good understanding of overall bank products and operations
Exceptional social and communication skills necessary to assist clients
Outstanding verbal and written communication skills
Bachelors Degree, or four years of investment product sales experience
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.