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About the Role
HilltopSecurities is seeking a Financial Advisor to create, implement, and review financial plans, devise business development strategies, and partner with an existing advisory team to support client communications and development.
Responsibilities
- Create, implement, and continually review financial plans with strategies to help clients pursue long-term goals.
- Devise and execute business development strategies to attract and acquire new clients.
- Become an integral partner of an existing advisory team assisting in client communications and development.
- Deliver behavioral financial concepts to clients.
- Forge relationships with community and business leaders.
- Support individuals served.
Requirements
- Must be able to learn and deliver behavioral financial concepts to clients.
- Must be able to forge relationships with community and business leaders.
- Must be able to learn from experienced financial professionals about how to fully support the individuals you serve.
Skills
- Financial planning
- Business development
- Client communication
- Client development
- Investment strategies
- Financial analysis
Location
- Austin, Texas
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- Bachelor's degree
Benefits
- FINRA series exam sponsorship
- Tuition reimbursement
- Mentorship program
- Support from employees of all levels
About the Company
- HilltopSecurities builds noble and collaborative relationships to enrich the financial future of individuals, businesses, and communities.
- Offers an extensive portfolio of products and delivers a broad range of investment banking and related financial services.
- A subsidiary of Hilltop Holdings, which also encompasses PlainsCapital Bank and PrimeLending, providing financial strength and stability.
- Has a nationwide presence in 400 locations across 44 states.
- Values relationship capital above all else.
- Wealth Management department values its relationship-based approach to serving clients.
- Private Client Group provides highly customized sound financial planning across a range of investment objectives and products.
- Clearing department supports more than 130 broker-dealers and Registered Investment Advisors.
- Aims to mitigate risk, realize competitive returns, and meet investing objectives.
- One of the nation’s largest licensed broker-dealer clearing firms focused on building long-term client relationships based on trust and personal service.