The Anderson Search Group
Published
January 30, 2023
Location
Houston, Texas
Category
Default  
Job Type
Full-time  

Description

The Anderson Search Group has been engaged by a repeat client, a bank voted Best Bank to Work For 9 out of the last 10 years, to identify an elite Wealth Advisor for the Houston Market.  This role comes with an industry leading compensation plan and all new financial planning, investment management, insurance, trust services business is sourced internally through partners.

The Ideal Candidate Shall Possess:

  • 3+ years financial advising experience with high-net-worth clients, preferably through a bank private wealth team model
  • Series 7
  • Series 66 or 65 & 63
  • Life and Health Insurance License
  • Bachelor's Degree
  • CFP or CFA preferred
  • Experience referring business to partners in private, commercial and retail banking
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