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    Servicing Advisor - Dallas, United States - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Dallas, United States

    2 weeks ago

    Default job background
    Description
    This

    Servicing A

    dvisor

    opportunity is for an independent RIA that serves the wealth management needs of UHNW families and individuals.

    This role will support a Senior Wealth Manager, delivering financial planning and investment advice to clients, and upholding the commitment to integrity and excellence in service.

    This role is not expected to source new client relationships, but there is a financial incentive for successful business development efforts.

    Duties & Responsibilities

    Support Senior Wealth Managers in delivering financial planning solutions and investment advice to

    clients

    Collaborate with advisory teams to address complex tax, estate, retirement , and insurance issues for clients

    Build professional, deep relationships with clients

    who have been with the firm for years

    Participate in training and development programs for career

    advancement

    Adhere to confidentiality standards when handling client

    matters

    Self-starter who thrives in a team approach to client service while thriving in an entrepreneurial atmosphere

    Qualifications

    Bachelor's degree in Personal Financial Planning or

    a relevant finance-related field, with a minimum GPA of 3.0

    CFP designation (or current progress towards it)

    2-8 years of financial planning

    expertise, preferably serving HNW or UHNW clients

    Proficiency

    with Financial Planning Software (e. Tamarac, MoneyGuidePro, E-Money, Schwab)

    Strong interpersonal skills and ability to work effectively as a

    team

    Proficient in Outlook and Microsoft Office

    Ability to manage multiple projects while

    maintaining confidentiality

    Excellent work references

    Benefits

    Competitive base and bonus structure

    Generous PTO and 401(k) with employer contribution

    Volunteer days

    off

    Remote work opportunities

    Insurance coverage

    Free financial planning services for employees and their spouses

    Engaging, collaborative, and lively office vibe

    #J-18808-Ljbffr
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