Associate, Business Development

US-TX-Dallas
Req #
2017-5526
Type
Full-Time
Category
Relationship Management
(HTS) Dallas, TX - Renaissance Tower (HTIN)
Company Name
HILLTOP SECURITIES INC.

Job Summary

The Business Development Team (BDT) is responsible for shaping a competitive and holistic Wealth Management platform for its network of advisors, both captive and independent. The BDT team works across PCG and HTIN partnering with field leadership and advisors to drive Retail growth using the extensive platform of products available, including but not limited to – advisory, insurance, alternative investment products. This team is the first line of defense and overall practice management team to the firm’s wealth management philosophy rooted in its holistic approach to wealth management.

Essential Functions

  • Support MoneyGuidePro®, financial planning software for HTIN advisors by providing training and help analyzing reports and plans.
  • Identify cross-selling opportunities for advisors to expand client relationships, based on client’s goals
  • Create financial planning reports using MoneyGuidePro system. Make recommendations to Advisors on strategies & products to use.
  • Collaborates with Business Development Consultant on proposal and case assistance.
  • Provides business support for Wealth Management Systems, such as CRM, and financial planning.
  • Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.
  • Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clients.
  • Provides ongoing support of advisor relationships, handles day-to-day advisor requests and issues.
  • Works interactively with investment partners and wholesalers.
  • Additional Wealth Management projects as assigned.

Job Requirements

  • High school graduate or equivalent.  Bachelor’s degree, preferably business-related, or equivalent work experience preferred.
  • Two plus years Financial Services experience required.
  • Series 7 required. Series 63/65 or 66 license or must obtain within time period as deemed by hiring manager
  • Insurance License or must obtain within time period as deemed by hiring manager
  • Financial Planning Designation or must obtain within time period as deemed by hiring manager
  • Possess a solid knowledge of the wealth management industry, specifically advisory services and financial planning
  • Must be detail-orientated, analytical and be able to multi-task in a fast paced environment while maintaining accurate, complete and high quality work in a timely manner
  • Self-motivated team player and individual contributor
  • Excellent relationship building and communication skills, both oral and written
  • Proficient with Microsoft Word, Outlook and Excel

About the Company

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, PrimeLending and National Lloyds Corporation, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

 

HilltopSecurities is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, sex, national origin, ancestry, age, pregnancy, physical/mental disability, veteran or military status, predisposing genetic characteristics, sexual orientation, marital status, domestic partner or civil union status, citizenship, or any other basis protected by applicable law.

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