Financial Planner
Private Capital Management
WHY PRIVATE CAPITAL MANAGEMENT IS A GREAT PLACE TO WORK:
Footprint Established, respected, and growing in Colorado and now expanding into Texas.
People Building thriving relationships and leading with a courageous heart.
Benefits Generous 401 (k) plan, paid time off, health benefits, employee programs, and a satisfying work-life balance.
Growth Financial stability providing competitive salaries, internal growth opportunities, and a business strategy of continuous growth.
Community Volunteering and making a lasting impact, building strong, healthy communities.
Private Capital Management Purpose Statement: To create a positive and meaningful impact in the lives of our clients, our team, and our community.
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Summary of Job Responsibilities: Maintains awareness, understanding and compliance with Guaranty Bank and Trust’s “Code of Ethics”, internal policies and procedures, laws and regulations that are appropriate for his/her position.
This position is responsible for financial advisor support, client relationship development and management and wealth management planning for Private Capital Management, LLC, an Independent Bank Group Company.
Essential Duties: Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.
Required Qualifications [Knowledge (Education), Skills and Abilities (KSAs)]:
Preferred Qualifications:
Private Capital Management is host to a diverse group of wealth management professionals. We welcome talented and capable people with a heart for community service, strong personal values, and integrity to join our team.
To be considered for this position, you must at least meet the basic qualifications.
Pre-employment background screening will be conducted.
Independent Bank is an EEO/AA - M/F/Disability/Protected Veteran Status.
Note: The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 214-544-4777. |
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