- Executes on firm level new client acquisition marketing strategy
- Develops referrals from clients, COIs, and personal networking efforts
- Leads seminars and webinars as appropriate
- Distributes firm level digital marketing content
- Leads meetings and client interaction as Wealth Advisor.
- Identifies, tracks, and closes new opportunities within the firms 3 core competencies.
- Owns his/her data inside marketing CRM and ensures accurate and timely updates are made to company pipeline.
- Accountable for the client relationship and the client experience when serving as Wealth Advisor.
- Mentors and develops other Wealth Advisors.
- Impeccable communication and people skills
- Minimum of 3 years of experience in the financial services industry
- Demonstrated ability to successfully engage, close, and onboard clients
- Series 63/65 or Equivalent
- Life/Health General Lines Agent
- CFP Certificate, or other SME designation
- Experience with SEC Compliance requirements
- Background and understanding of terminology associated with Insurance highly preferred
- Experience working with SmartOffice, Orion and eMoney or similar platforms
- Proficient in Microsoft Office 365
- Continued business education, workshops, and seminars
- Excellent organizational skills
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Vp, Private Wealth Advisor
5 days ago
Westwood Management Corp Houston, United States**WHO WE ARE** · Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth c ...
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Corient Private Wealth LLC Houston, United StatesJoin a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the p ...
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The Judson Group Houston, United StatesReference Number: MH7356 · Location: Houston, Texas · Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a · Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment managem ...
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Recruiting Industry Specific Experts, LLC Houston, United StatesA Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wea ...
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Larson Maddox Houston, United StatesA leading private Wealth Management Firm in Houston is seeking a Sr. Wealth Advisor to join their growing team. The group is privately owned and has over $1 billion AUM under management currently and is seeking to continue its growth with this position. They pride themselves on t ...
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Recruiting Industry Specific Experts, LLC Houston, United StatesA Fee-Based, Client-Centric RIA in Houston is adding a · Salaried Wealth Advisor · to their growing team This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. T ...
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Bessemer Trust Houston, United StatesJob Summary: · The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects. · Responsibilities: · Develop strategies with Senior Wealth Advisors and Regional Directors for l ...
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Equitable Advisors Houston, United StatesA culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...
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Equitable Advisors LLC Houston, United StatesA culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...
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Equitable Advisors LLC Houston, United StatesA culture of growth with a firm that supports · Youve built a successful practice and now youre considering a move. Perhaps youre looking for more. At Equitable Advisors, wed like to get to know and understand you and help you discover what greater fulfillment you can find for y ...
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Salaried Wealth Advisor - Houston, United States - Recruiting Industry Specific Experts, LLC
Description
A Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and implementation of sophisticated financial plans with ongoing operational, client service, and financial planning support from internal team members. This role client prospecting, onboarding, and service, responsible for new client acquisition, identifying and closing new AUM/NAUA, cross-selling, and bringing in referrals. The ideal candidate is energetic and personable with an inherit ability to connect with others, building relationships with various COIs as trustworthy advocate in the community.
Key Responsibilities:
Qualifications: