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Wealth Advisor
1 week ago
Hanover Dallas, United StatesOur client is one of the largest investment managers in the country and is building out its wealth management arm. · They are looking to bring in an experienced Wealth Advisor to their Dallas team. · The ideal candidate will be a true business developer and have a proven track ...
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Wealth Advisor
3 days ago
Hanover Dallas, United StatesOur client is one of the largest investment managers in the country and is building out its wealth management arm. · They are looking to bring in an experienced Wealth Advisor to their Dallas team. · The ideal candidate will be a true business developer and have a proven track r ...
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Wealth Advisor
1 week ago
The Judson Group Dallas, United StatesReference Number: MH7043 · Location: Dallas, 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 manageme ...
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Wealth Advisor
1 week ago
Windward Recruiting Dallas, United StatesThe · Wealth Manager · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Manager role has responsibility for managing existing client relationships ...
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Wealth Management Advisor
1 week ago
Richard, Wayne & Roberts Dallas, United StatesWealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...
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Wealth Management Advisor
1 week ago
RWR Enterprises Inc. Dallas, United StatesWealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...
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Sr Wealth Advisor
1 week ago
UMB Financial Corporation Dallas, United StatesThe Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. Thi ...
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Sr Wealth Advisor
2 weeks ago
UMB Bank Dallas, United StatesThe **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. ...
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Private Wealth Advisor
5 days ago
UpTick Financial- Advisor Recruiters and Consultants Dallas, United StatesCompany Description: · Our esteemed client, a distinguished global leader in independent investment advisory services, commands a staggering portfolio exceeding $200 billion in assets under management across the globe. With an unwavering dedication to personalized wealth manageme ...
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Wealth Management Advisor
4 days ago
New York Life Dallas, United StatesJob Description · Job DescriptionSales Representative - Interview with one of the Top New York Life Partners in Dallas First year average is $120k per advisor in the Dallas office · Licensed or Unlicensed, we want to talk to you if you're ready to secure your future with one of t ...
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VP Private Wealth Advisor
1 week ago
Richard, Wayne & Roberts Dallas, United StatesVP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning) · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. ...
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Senior Advisor, Private Wealth
1 week ago
BOK Financial Dallas, United StatesReq ID:74331 Location: Dallas -DAL Areas of Interest: Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/10/2024 BOK Financial, Headquartered in Tulsa, ...
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VP, Private Wealth Advisor
6 days ago
Westwood Holdings Group Dallas, United StatesWHO 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 clie ...
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Wealth Advisor, Salt Lake City
2 weeks ago
Virtus Investment Partners Dallas, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management, a ...
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Wealth Advisor, Salt Lake City
2 weeks ago
Virtus Investment Partners Dallas, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · Job Description · Kayne Anderson Rudnick Investment Manag ...
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Wealth Advisor, Salt Lake City
2 weeks ago
Virtus Investment Partners Dallas, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · If you want to know about the requirements for this role, ...
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SVP, Private Wealth Advisor Lead
1 week ago
Westwood Holdings Group Dallas, United StatesWHO 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 clie ...
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SVP, Private Wealth Advisor Lead
1 week ago
Westwood Holdings Group Dallas, United StatesWHO 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 clie ...
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Wealth Advisor
1 week ago
The Judson Group Fort Worth, United StatesWealth Advisor – CFP or CFA | Fort Worth, Texas · Reference Number: MHH7430 · Location: Fort Worth, Texas · Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a · Wealth Advisor · to their Fort Worth team. The ideal candid ...
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Wealth Advisor
1 week ago
RWA Wealth Partners LLC Southlake, United StatesJob Description · Job Description · Organization · RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ...
Senior Wealth Advisor - Dallas, United States - Weaver
Description
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launchedWeaver Capital Advisors, LLC .
The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management.
C-Suite executives, family-owned businesses, entrepreneurs, institutions, and individuals will have access to a wide range of wealth management services.At Weaver Capital Advisors, we lead with care and understanding, and our team values relationships above all else. We strive to transcend client expectations – always. We honor promises, stay true to our character and intentionally listen to our clients' ambitions and aspirations. We believe in putting others first and exemplify that in how we interact. We convey a passion for our work and an unmatched dedication to earning our clients' trust for a lifetime.
While our business is based in numbers, our success is truly based on people.
It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives.
At the foundation of that commitment are our core values . Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves.Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.
Learn more about our services, industry experience and culture at .Position Profile
Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.
The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities.
The Senior Wealth Advisor will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients' goals.
They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will be responsible for mentoring staff and work closely with leadership in order to execute plans effectively.Other Responsibilities include:
Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
Serving as the primary contact for wealth management clients
Building and managing an effective and efficient sales pipeline
Guiding the ongoing professional development, training, and certification of the sales and marketing teams
Recruiting additional sales team members, as needed
Helping build a positive culture of accountability and integrity
Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline
Education and Skills
Bachelor's degree in Business, Finance, Economics or related field
Master's degree in Business Administration preferred
Series 65 required
Texas General Insurance license preferred
CFP, CFA, CAIA, and/or CPWA preferred
10+ years of related wealth management experience
Experience working with high-net-worth clients strongly preferred
Proven sales success and strong business acumen
Strong relationship management skills
Proven ability to manage, mentor and develop staff
Demonstrates independent thinking and strong decision-making skills
Ability to build, develop, maintain and transition a book of business with little supervision
Excellent work references and proven record of consistent, successful achievement of sales goals
Excellent interpersonal and presentations skills
High emotional intelligence, outstanding integrity, and exceptional work ethic
Maintain positive attitude and willingness to adapt to a rapidly changing environment
Ability to handle multiple project simultaneously while maintaining confidentiality of all client matters
Assist in the creation, delivery, and execution of complex financial plans
Accounting for more than numbers
At Weaver, we recognize that everyone brings different strengths, backgrounds and working styles to our team.
We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy and support.
We are proudly an equal opportunity employer.#J-18808-Ljbffr