About this role
Wealth Advisor (Austin) at Swbc. Location: Austin, Texas, United States. Role: developing profiles, advising clients, growing business Requirements: Bachelor's degree in business/finance/marketing, Series 7 and 63 and Group I Life & Health insurance licenses, 3+ years as a financial advisor, valid driver's license, local travel, strong communication and organizational skills. Category: Sales Seniority: Mid Level Certifications: series 7, series 63, group i life and health insurance, certified financial planner (cfp), chartered financial consultant (chfc) Commitment: Full Time Workplace: Onsite Languages: English