Senior Wealth Advisor

ABOUT THE POSITION

As a Sr. Wealth Advisor, you will be responsible for:

• Meeting with high net worth referrals to bring in new business
• Introducing the firm’s comprehensive retirement planning process (financial planning, tax planning, estate planning) to prospective clients
• Serving as point of contact for 150 clients
• Actively communicating with clients on a daily basis, providing advice on cash flows, tax planning strategies, estate/insurance inquiries, investment goals and retirement planning needs
• Implementing recommendations and strategies with assistance from our support staff
• Assisting in updating and maintaining clients’ financial plans
• Growing the business by meeting with prospective clients in the Houston market 
• Continually reinforcing the firm’s value proposition with clients and encouraging referrals

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

• 5+ years of professional experience with track record of building and maintaining client relationships
• Bachelor’s degree required, preferably with concentration in Finance, Accounting, Financial Planning or Business
• Certified Financial Planner (CFP) designation required
• Graduate degree or professional designations (ChFC, CFA, or CPA) a plus
• If not currently held, must obtain mandatory industry licensure (Series 65) within six months of employment
• Strong track record of achievement and meeting/exceeding ambitious targets
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career