Financial Advisor 2

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

• Walk through a sample plan from discovery to recommendations using O*NET-style tasks.
• Explain how you reassess plans after life or market changes.
• Ask how this role sits within BSW (health plan, benefits, employee/patient advisory, or other).
• Clarify Concord, NH location vs. Texas system operations and client base.

Fit summary

Strong fit if you already advise clients end-to-end and can work inside a large non-profit healthcare organization. Confirm role focus and geography early—company scale is Texas-heavy while the posting lists Concord, NH.

Day in the role

As a Financial Advisor 2 at Baylor Scott & White Health, a typical day centers on client discovery and planning: interviewing clients on income, expenses, insurance, taxes, goals, and risk; analyzing that data into strategies; explaining plan details; reviewing accounts when life or markets change; and keeping portfolios and recommendations current across cash, insurance, and investment topics.

Skills to emphasize

Build strength in client interviewing, financial analysis, plan communication, account review, portfolio maintenance, and product/strategy recommendations (cash, insurance, investments). No cert list was provided in the source data for this enricher run.

FAQ from this listing

What does Financial Advisor 2 typically involve?

Client interviews, analysis, plan explanation, regular account review, portfolio updates, and goal-based recommendations.

Where is Baylor Scott & White Health based?

Dallas-area Texas health system with extensive hospitals and clinics; this job’s listed location is Concord, Merrimack County, NH.

Where can I read more about the occupation?

See O*NET summary 13-2052.00 for standard advisor tasks.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios, keeping client plans up-to-date.
• Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
• Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
• Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

O*NET source

Company facts (cached)

Website: bswhealth.com/pages/default.aspx

Baylor Scott & White Health is a healthcare system based in Dallas, Texas, United States. Formed in 2013 from the merger of Scott & White Health with Baylor Healthcare System, it became the largest non-profit healthcare system in Texas and one of the largest in the country. Its network contains over 50 hospitals and more than 800 patient care sites. The organization also includes the Baylor Scott & White Health Plan insurance company.

Public cache only — not an employee review.

Role overview (listing rewrite)

Financial Advisor 2, Baylor Scott & White Health, Concord, Merrimack County About This Position Baylor Scott & White Health is seeking a Financial Advisor 2 to join our team in Concord, Merrimack County. As a full-time, on-site employee, you will play a crucial role in promoting the well-being of individuals and communities through financial guidance and support. Day-to-Day Responsibilities Provide comprehensive financial advice and planning to clients Develop and maintain client relationships Analyze financial data to identify opportunities for growth and investment Create personalized financial plans that align with clients' goals Stay updated on market trends, regulations, and industry best practices Collaborate with other healthcare professionals to ensure holistic care for our patients Qualifications Bachelor's degree in Finance or related field required Series 65 and Series 7 licenses preferred Minimum of 3 years of experience as a Financial Advisor Strong communication, interpersonal, and organizational skills Affinity for the healthcare industry is beneficial About Baylor Scott & White Health At Baylor Scott & White Health, we are dedicated to serving faithfully by doing what's right with a joyful heart. We never settle by constantly striving for better and we are in it together by supporting each other. Our mission is to empower you to live well through high-quality healthcare services. Next Steps To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure all required fields are filled out accurately and submit as soon as possible.

Full job on Get A Job.AI

Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in Concord, Merrimack County, hybrid, or fully remote?