Financial Advisor

Senior Financial AdvisorAthens, TX If you are a Financial Advisor, Private Client Advisor, or Wealth Manager, this opportunity could be for you. Join an Investment Program that supports the local community with a complete menu of financial services. You will join a team dedicated to helping you and your clients in every stage of their financial life. Be on the receiving end of a referral network from multiple bank branches of local business owners and individuals.This exciting position will allow you to grow your book of business, helping the people and families that look to us for financial solutions. You also can build equity in your own independent book, which you own. Get the best of both worlds!This position will offer:The ability to service an existing book of business upon hireThe ability to build a strong client base with the Bank's exceptional referral systemSeveral branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goalsThe opportunity to find new clients via the bank's client baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with a combination of tools, technology, and supportThe opportunity to capitalize on the bank's reputation and community standingAs an advisor you benefit from our commitment to take care of you so you can take care of your clients.Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.Requirements:Series 7 and 66 (6365) requiredInsurance license requiredThree or more years of investment sales experience

Created: 2025-02-21