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Broadway Bank · 2 days ago

Financial Advisor II - Dallas Market

Dallas, TX

Full-time

Onsite

Senior Level

7+ years exp

Broadway Bank is one of the largest independently owned banks in Texas, specializing in personal and private banking, wealth management, business banking, and mortgage lending. The Financial Advisor II plays a crucial role in the success of Broadway Wealth Solutions by providing expert financial advice and managing a diverse portfolio of clients, focusing on financial planning and investment strategies.

BankingFinanceFinancial ServicesLendingWealth Management

Culture & Values

Responsibilities

Work with clients to create detailed financial road maps, aligning their financial strategies with personal goals

Gather and review client financial statements, tax returns, estate planning documents, and other relevant information to inform financial planning

Coordinate with clients' other professional advisors to deliver comprehensive financial advice

Conduct a complete analysis of financial, industry, and management information

Ensure accurate preparation and review of new account documentation

Regularly engage with clients to assess their investment needs, financial trends, and organizational changes

Monitor client accounts and recommend appropriate rebalancing actions

Build and maintain primary contact relationships with key customers, providing proactive advisory services

Manage and expand a portfolio of high-value clients, focusing on retention, acquisition, and revenue growth

Foster strong working relationships with Private and Business Banking Partners to address referrals and provide solutions

Contribute to special projects and perform other duties as assigned

This position may require travel within the Bank’s geographic area

Qualification

Financial advisingInvestment managementRetirement planningTexas LifeHealth licenseWealth transfer strategiesConsultative approachClient relationship managementContinuous learningNegotiation skillsCollaboration

Required

Minimum of seven years of relevant experience in financial advising or a related field

Four-year college degree in Finance, Accounting, Business Administration, or a related field

S65 or S66; Texas Life and Health license required

Deploy a consultative approach to understand and address client needs and circumstances

Develop and implement financial solutions, including investment management, retirement planning, education planning, income tax management, and wealth transfer strategies

Partner with internal teams to deliver comprehensive solutions and enhance the client experience

Maintain up-to-date documentation and ensure compliance with relevant policies and procedures

Cultivate personal business development and raise awareness of Wealth Management services

Educate clients and colleagues on the value of financial planning and Wealth Management

Build and maintain strong client relationships, addressing concerns and driving satisfaction

Demonstrate a strong desire for continuous learning and professional development

Exhibit strong influence and negotiation skills to drive results and client satisfaction

Promote a culture of collaboration and teamwork across organizational boundaries

Energetic, self-driven, with a persistent desire to learn and grow professionally

Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday

Occasional overtime or extended hours may be required