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    Salaried Wealth Advisor - Houston, United States - Recruiting Industry Specific Experts, LLC

    Recruiting Industry Specific Experts, LLC
    Recruiting Industry Specific Experts, LLC Houston, United States

    3 weeks ago

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    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:
    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 firm's 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.


    Qualifications:
    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

    #J-18808-Ljbffr
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