The Service Wealth Advisor position primarily focuses on maintaining and adding value to existing and new client relationships, as well as interacting with other professionals in a team based structure. However, a component of the job does call for identifying, developing, and executing business opportunities for the company.
This is a position for an experienced professional with several years experience in investment management and financial planning.
This is an ideal position for someone who enjoys working directly with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Perform portfolio reviews and discussions with clients
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.