Top 6 Wealth management advisor Jobs in Lubbock, Tx

Wealth Management Administrator
PlainsCapital Bank —Lubbock, TX
- Full-time
- Mid-level
- Office
- 3 years
Wealth Management Trainee (TX)
Bankers Life —Lubbock, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Wealth Management Trainee (TX)
Bankers Life —Lubbock, TX
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Management Administrator
PlainsCapital Bank —Lubbock, TX
Degree in Business or related field strongly preferred. Certified Trust and Financial Advisor (CTFA) certification a plus.

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Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and…
1d
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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wealth management advisor jobs near lubbock, tx

Wealth Management Administrator

PlainsCapital Bank -
Lubbock, TX

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Job Details

Full-time

Qualifications

Customer communication

Full Job Description

PlainsCapital Bank is hiring for a Wealth Administrator/Trust Officer to be responsible for the administration of complex trust and investment agency accounts according to each accounts governing instrument and pursuant to the banks policies, procedures, and statutory requirements. Works closely with Wealth Management Business Development officers to identify and develop new business opportunities while maintaining the highest levels of service for existing clients. Maintains current knowledge on applicable regulations, statutes, and legal precedents.

Bachelor's degree or equivalent experience required. Degree in Business or related field strongly preferred.
3+ years’ experience in wealth management or trust administration required.
Certified Trust and Financial Advisor (CTFA) certification a plus.
Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
Ability to maintain a high degree of ethical standards and complete confidentiality at all times.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Responsible for the administration of complex trust and investment agency accounts according to the governing instrument and pursuant to the bank’s policies, procedures and statutory requirements.
Works closely with Wealth Management Business Development Officers to support new client acquisition as well as to prospect and develop new business opportunities with both new and existing clients.
Provides a high level of customer service to our clients by being proactive and communicating with grantors and beneficiaries on a regular basis.
Monitors daily cash balances and consults with investments officer(s) regarding the management of account portfolios; including the establishment of investment objectives.
Pursues business opportunities through community involvement and generates referrals from existing clients and external sources such as attorneys and CPA’s.
Maintains a thorough knowledge of regulations, statutes, and legal precedents.
Assumes responsibility for related duties as required and assigned.

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wealth management advisor jobs in lubbock, tx

Wealth Management Administrator

Wealth Management Trainee (TX)

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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