Senior Financial Advisor

Athens, 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 hire
• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with a combination of tools, technology, and support
• The opportunity to capitalize on the bank’s reputation and community standing

As 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 services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience