At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
Wealth Advisor - Houston or Dallas, TX.
We are seeking a Wealth Advisor to join a team of banking partners in in the Houston or Dallas marketplace. Private Wealth Management at Amegy Bank is delivered by a team of banking professionals including:
Investment Management Portfolio Managers
Advanced Planning Professionals
Amegy Wealth Advisors are responsible for actively developing and maintaining strong bank partner relationships with each member of the banking team. WM Advisors must create and maintain a superior client experience, assess and advise client's needs on all financial matters, develop recommendations and assist in the active implementation of solutions. Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking. Other duties as assigned.
The ideal candidate will:
Have a passion to serve clients in a team oriented fashion.
Have a client consulting process that is financial plan based.
Possess in-depth knowledge of a full-range of investment, insurance, and banking solutions.
Have excellent communications, relationship management and sales skills.
The ability to effectively assess, advise, and assist bank's clients.
65 and 63 or 66
Life and Health Insurance license
Bachelor's degree and 2+ years directly related experience.
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.