Strategic Wealth Advisor for Growing Portfolios

Posted 2 days ago

simmons bankFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Simmons Bank seeks a Wealth Advisor to analyze client objectives and risk tolerances, providing tailored investment advice aligned with their goals. You will apply securities market knowledge to guide clients toward suitable strategies while upholding high service standards. The role emphasizes client growth, regulatory compliance, and clear communication with clients and colleagues; requires Series 7 and 63 licenses and proficiency with MS Office. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.