Cadence Bank · 6 hours ago
Wealth Advisor
North, TX
Full-time
Onsite
Mid LevelCadence Bank, now part of Huntington Bank, offers a wide range of financial services and solutions. The Wealth Advisor will provide financial planning, investment advice, and wealth management services to clients, focusing on developing tailored financial plans and building long-term relationships.
Banking
Hiring Manager
Felix J. Meneses
Responsibilities
Developing tailored financial and retirement plans
Advising on investment opportunities
Providing guidance to help clients achieve their financial goals
Building and maintaining long-term relationships with clients
Collaborating with internal teams to deliver outstanding service and meet objectives
Qualification
Required
Comprehensive knowledge of Financial Planning and Retirement Planning to design and implement personalized strategies
Strong expertise in Investments and Wealth Management Services to guide clients in achieving financial growth
Proficiency in Finance principles to analyze, plan, and optimize financial solutions
Excellent interpersonal and communication skills to effectively collaborate with clients and team members
Proven ability to build and maintain strong relationships with a client-centered approach
Prior experience in financial services, wealth advisory, or related roles
Preferred
Bachelor's degree in Finance, Business Administration, Economics, or related field preferred
Certified Financial Planner (CFP) or other relevant certifications are a plus
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
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
James D. Rollins III
Chairman of the Board & Chief Executive Officer
Valerie Toalson
Chief Financial Officer
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-10-07
2025-10-02
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