SanAngeloRecruiter
the smart solution for San Angelo jobs

Financial Advisor

Company: Texas Trust Credit Union
Location: San Angelo
Posted on: January 11, 2019

Job Description:

Texas Trust Credit Union is a high-touch financial institution that provides our loyal members with exceptional service. We believe that building brighter financial futures is our ultimate purpose. We exist only to serve our members and communities. Our competitive advantage starts with our people and our culture. At Texas Trust, we provide an environment to take care of our employees and members with a goal of having fun in the process. If you are looking for an opportunity to grow and contribute in a fast-paced environment, Texas Trust is the place for you. We offer a competitive compensation package, with best-in-class benefits. The Financial Advisor will be responsible for the development of long-term relationships in person and by phone with members and non-members. Consistently communicates in a professional and trustworthy manner. Works to understand Members financial needs and goals, addressing these needs with careful analysis and solutions. The position offers an excellent opportunity for an individual seeking to build a career in Investment Services.Required Skills

  • Assist in the preparation and development of financial plans
  • Prepare client correspondences, engagement letters, miscellaneous documents and presentations
  • Perform data entry utilizing financial planning software
  • Manage and maintain client information
  • Track client engagements and maintain periodic ongoing reviews
  • Execute customer transactions of purchase and sales orders of securities
  • Plan financial informational seminars for our members and non-members
  • Coordinate branch training for referrals
  • Provide investment consultation related to various investment products
  • Participate on various special projects related to strategic planning Required Experience
    • Aspiration of being a team player with a sincere desire to play a role in a growing Financial Services business
    • Demonstrate dynamic analytical and technical abilities, impeccable communication skills and strong attention to detail
    • Strong interest in financial planning; experience with complicated planning a plus
    • Proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on various software systems
    • Some familiarity with or a foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning)
    • Familiarity with banking and wealth management products and services
    • Willingness to be in a support role and handle administrative tasks
    • Strong communication and follow-up skills
    • Sound judgment and reasoning abilities
    • Minimum of 5 years of experience in financial services
    • Bachelor's Degree in a related field or equivalent combination of training, education and experience.
    • Current and active FINRA Series 7 and 63 registration and a Life & Health Insurance License
    • Prefer advanced certifications CFP, ChFC, CLU or CPA designation Job Location San Angelo, US-TX

      Keywords: Texas Trust Credit Union, San Angelo , Financial Advisor, Accounting, Auditing , San Angelo, Texas

      Click here to apply!

      Didn't find what you're looking for? Search again!

      I'm looking for
      in category
      within


Other Accounting, Auditing Jobs


Merrill Lynch Financial Advisor Development Program
Description: Job Description: br br THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR br Our advisor development program is an award-winning program 1 for professionals who wish to build a wealth (more...)
Company: Bank of America
Location: Abilene
Posted on: 01/11/2019

Insurance and Financial Sales - Current Life Insurance License Required (Abilene,TX)
Description: Current Life Insurance License Required to be considered Are you an individual with a strong desire to succeed in the business world and help families at the same time We have a wide range of mortgage (more...)
Company: The Alliance
Location: Abilene
Posted on: 01/4/2019

Suburban Extended Stay - Hotel Night Auditor
Description: Req ID:--118524OBJECTIVE OF THE POSITION:--Night Auditors--- are key in ensuring a profitable and well operated business. The Night Auditor will conduct all nightly audit-related duties while maintaining (more...)
Company: Loves Travel Stops & Country Store
Location: Midland
Posted on: 01/7/2019


Sales Tax Clerk
Description: Endeavor Energy Resources, LP is a privately held company with over 300,000 net acres in the Midland Basin, North America's most active basin. Endeavor's highly strategic and desired asset base is unable (more...)
Company: Endeavor Energy Resources LP
Location: Midland
Posted on: 01/16/2019

Merrill Lynch Financial Advisor Development Program
Description: Job Description: br br THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR br br Our advisor development program is an award-winning program 1 for professionals who wish to build (more...)
Company: Bank of America
Location: Abilene
Posted on: 01/9/2019

Financial Operations Center Manager - Midland, TX
Description: Job Description:At Bank of America, we---re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference (more...)
Company: Bank of America
Location: Midland
Posted on: 01/9/2019

Payroll & Tax Professional
Description: Payroll Tax Professional - Abilene, TX Are you passionate about providing high quality work Are you an experienced tax professional Then we are looking for you We are currently seeking individuals (more...)
Company: Advantage Resourcing
Location: Abilene
Posted on: 01/9/2019

Merrill Lynch Financial Advisor Development Program
Description: Job Description:THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR br Our advisor development program is an award-winning program 1 for professionals who wish to build a wealth management (more...)
Company: Bank of America
Location: Abilene
Posted on: 01/10/2019

Accounts Payable Clerk - Midland
Description: Ref ID:04190-0010789058Classification:Data Entry ClerkCompensation: 18.53 to 21.45 per hourWell known gas services company in downtown Midland is looking to add to their accounting department to directly (more...)
Company: Accountemps
Location: Midland
Posted on: 01/8/2019

Open House with Avis Budget in Midland, TX
Description: OPEN HOUSE When: Wednesday, October 24th from 10:00am-3:00pm Where: 9914 Sloan Field Rd., Midland, TX 79705 Avis Budget Group is an action-packed, high energy workplace where things move forward every (more...)
Company: Avis Budget Group
Location: Midland
Posted on: 01/8/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

San Angelo RSS job feeds