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Cadence Bank · 18 hours ago

Wealth Advisor III

Houston, TX

Full-time

Onsite

Senior Level, Lead/Staff

15+ years exp

Cadence Bank is a financial institution seeking a Wealth Advisor III to manage and grow a well-established client book. The role involves proactive client engagement, strategic leadership in wealth planning, and collaboration with internal teams to implement client portfolio solutions.

Banking

Responsibilities

Provides strategic and tactical leadership for the Linscomb Wealth client relationships they serve

Works closely with clients and prospective clients of the firm to identify, refine and update key goals and objectives

Help lead the development and implementation of a client’s holistic and personalized plan, including portfolio allocation and the client’s overall wealth planning needs

Outline and refine a prioritized action plan for achieving client key goals and objectives. Update client action plans as needed, reviewing with clients at least annually

Routinely engage with clients in a proactive manner, utilizing the firm’s CRM and other software/systems to develop a routine process for tracking client communication, engagement, and specific advice related matters

Engage proactively with clients, reaching out on specifically tasked items related to their portfolio or overall plan, as well as to simply connect more personally, building trust and a broader relationship with clients over time

Remain 'on call' and proactively poised to respond to client questions, concerns, and other servicing needs

Potentially work with newer or future Linscomb Wealth Wealth Advisors to help them further develop their overall skill set and experience

Actively coordinate with all Linscomb Wealth internal teams (Investment, Wealth Planning, Operations, Trading, Client Service) to implement client portfolio solutions, planning needs, and ongoing client servicing needs

Collaborate with client’s other professionals, such as CPA, estate attorney, insurance agents, and banker, 'quarterbacking' the overall engagement and implementation of a client’s holistic plan

Work to identify and pursue share of wallet opportunities with existing clients, including development of ongoing savings plans where applicable

Achieve a high level of client retention in line with the firm’s long-run history of low client turnover

Qualification

CFP® certificationWealth Management experienceClient engagementFinancial PlanningPortfolio allocationTeam engagementProactive outreachMicrosoft Office proficiencyWriting skillsMentorship

Required

Bachelor's degree (B.A. or B.S.) from a four-year college or university, preferably in Financial Planning, Wealth Management, Finance, Accounting, or another business-related degree

A minimum of 15-20 years related professional work experience

Stable work history and demonstration of consistent, high-level performance

CFP® or similar, well-recognized industry designation

Team engagement and buy-in

Strategic and tactical leadership with clients

Proactive client engagement and outreach

Consistency with firm policy and best practice

Book revenue and AUM growth to support WA I book development

Client retention rate

Proactive and strong work ethic

Ability to multi‐task, prioritize and meet deadlines

Professional appearance and demeanor

Ability to work well in a team environment

Proficient with Microsoft Office and other firm software/systems

Strong writing and presenting skills

Mentorship and training for newer and future wealth advisors

Ongoing development of technical skill set and soft skills

Company

Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas.

Founded in 1876

Tupelo, MS, US

5001-10000 employees