Why Broadway Bank
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking, and mortgage lending.
Position Overview
The Financial Advisor II - Austin Market FAII plays a pivotal role in the success of Broadway Wealth Solutions BWSI and Broadway Banks mass affluent strategy. The FAII serves as a trusted advisor delivering expert financial advice and investment strategies through a consultative goals-based approach. This role involves building and strengthening client relationships, providing exceptional service, and leveraging expertise to translate complex financial concepts into actionable insights. The FAII is also an ambassador for Broadway Wealth Solutions, representing the firm with integrity and professionalism in the community.
The FAII is responsible for managing and growing a portfolio of assets under management AUM with a focus on financial planning for a diverse client base, including professionals, executives, and their firms. Key responsibilities include:
• Marketing • Evaluating • Planning • Monitoring client portfolios encompassing both AUM and insurance solutions • Collaborating closely with various lines of business within Broadway Bank and contributing to strategic transformation efforts aligning with the firms goals and budget
Essential Functions
Work with clients to create detailed financial road maps aligning their financial strategies with personal goals.
Gather and review client financial statements, tax returns, estate planning documents, and other relevant information to inform financial planning.
Coordinate with clients other professional advisors to deliver comprehensive financial advice.
Conduct a complete analysis of financial industry and management information.
Ensure accurate preparation and review of new account documentation.
Regularly engage with clients to assess their investment needs, financial trends, and organizational changes.
Monitor client accounts and recommend appropriate rebalancing actions.
Build and maintain primary contact relationships with key customers, providing proactive advisory services.
Manage and expand a portfolio of high-value clients focusing on retention, acquisition, and revenue growth.
Foster strong working relationships with Private and Business Banking Partners to address referrals and provide solutions.
Contribute to special projects and perform other duties as assigned.
This position may require travel within the Banks geographic area.