Top 6 Wealth management advisor Jobs in Midland, Tx

Wealth Advisor II
Frost Bank —Midland, TX
- $350,000 - $750,000 a year
- Full-time
- CPA
- Mid-level
- Finance
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Odessa, TX
JPMorganChase —Odessa, TX
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
2d
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

Related jobs to explore

Based on your search for wealth management advisor

Shop Mechanic - Entry Level
Griffin Fluid Management —Midland, TX
Operate and inspect pumps to diagnose and trouble shoot problems ranging from mechanical to electrical. Test mechanical products and equipment after repair or…
$21 - $23 an hour
4d
Divisional Quality Manager - Electrical
Saulsbury Industries —Odessa, TX
Interfaces with corporate advisors for technical support in electrical, instrumentation, documentation and other quality related practices and applications and…
Quick Apply
8d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
12d
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
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in midland, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near midland, tx

Wealth Advisor II

Frost Bank -
Midland, TX

Apply Now

Job Details

Full-time
$350,000 - $750,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

Life Insurance License
Customer communication
Life insurance knowledge
Series 7
Desktop applications
FINRA License
Computer skills
Productivity software
Experience practicing in the securities industry
Series 63

Full Job Description

It’s about helping others establish a financial foundation and build their dreams.

Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet? If so, the Wealth Advisor II role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Wealth Advisor II, you believe in building a firm financial foundation. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. More than that, this role is about building relationships and doing so with integrity, caring, and excellence.

What you’ll do:

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000

Expand client relationships by recommending tailored investment, insurance, and banking solutions

Meet with clients regularly to review financial plans and client investment portfolio objectives in alignment with compliance and regulations

Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs
Deliver exceptional service and build long-term relationships based on trust and performance

Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience
FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses; or ability to obtain within 120 days of hire
General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days of hire
Strong organizational and time management skills
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications

Additional Preferred Skills:

Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA

Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

#LI-DW1

Apply Now

Refine Your Search

wealth management advisor jobs in midland, tx

Wealth Advisor II

J.P. Morgan Wealth Management - Private Client Advisor - Odessa, TX

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in midland, tx

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected