reputed company Advisor III - Dallas / reputed company Worth

The position is described below. If you want to apply, click the reputed company reputed company at the top or bottom of this page. After you click reputed company and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to reputed company status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language reputed company: English (Required) Work Shift: 1st shift (reputed company of America) Please review the following job reputed company: Serve as primary relationship advisor for high net worth and ultra-high net worth reputed company clients. Responsible for developing and deepening reputed company relationships through needs-based, high-level reputed company service and through delivery of the full suite of reputed company reputed company solutions. Accomplished and highly proven at acquiring new clients by leveraging their external network and firm reputed company in the community in order to reputed company confident and comprehensive reputed company management advice and solutions. Utilize objective and reputed company personal financial planning and financial advisory concepts to reputed company an integrated delivery of a broad reputed company of reputed company products and services to high net worth individuals. Following is a reputed company of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Meet reputed company reputed company, profitability and reputed company retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients • Self-acquires new business by being reputed company and reputed company connected in the community • Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and reputed company banking relationships. • Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support reputed company service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes reputed company retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. • Uses advanced credit knowledge to help reputed company the conversation and advice delivery model with clients and prospects • Partners with reputed company product specialists, including investments, trust, mortgage, insurance, etc., using reputed company approach to deliver solutions to reputed company's financial needs and to enhance existing relationships. • Thrives in reputed company based approach to deliver the full suite of reputed company reputed company solutions. • Team and peer group role model for other reputed company Advisors and reputed company Associates • Continuously reputed company as a culture champion that is reputed company with reputed company's Purpose, Mission and Values • Establish and maintain mutually beneficial business relationships with reputed company centers of influence such as the CCB, CIG, reputed company as reputed company as the regional leadership team, local advisory reputed company members, reputed company Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of reputed company • Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. • Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works reputed company the existing audit, compliance and regulatory reputed company in order to ensure a high reputed company, compliant portfolio of relationships. • Using reputed company judgment on expense and operational efficiency Required Qualifications: The requirements listed below are representative of the knowledge, reputed company and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. • Bachelor's Degree Required • reputed company: Maintains reputed company licenses including Series 7, Series 66, the Securities Industry reputed company (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed • 8 or more years of sales and reputed company management experience in reputed company Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with reputed company credit and banking needs • Successful reputed company record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace • Advanced and reputable credit knowledge with a proven reputed company record working reputed company credit deals and/or reputed company with a senior credit advisor. • Advanced and proven working knowledge of deposit, credit and investment products • Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful • Ability to reputed company and be an reputed company participate on reputed company • Demonstrated proficiency in basic computer applications, such as reputed company Office software products • Must be reputed company Mortgage Licensing reputed company compliant reputed company 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background reputed company Preferred Qualifications: • CFP preferred or CTFA, CFA, CPA, JD or MBA • Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA • 5 or more years of sales and reputed company management experience in the reputed company Management and demonstrated ability to manage a portfolio of high net worth clients • Graduate of a leadership or management development program (Such as LDP, Banking School) General reputed company of Available Benefits for Eligible Employees of reputed company Corporation: reputed company regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of reputed company offering the position. reputed company offers medical, dental, reputed company, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 reputed company days (also prorated), and reputed company holidays. For more details on reputed company’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for reputed company’s defined benefit pension plan, restricted stock reputed company, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. reputed company is an Equal Opportunity Employer that does not discriminate on the reputed company of race, gender, reputed company, religion, citizenship or national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. reputed company is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Apply Job!