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    Wealth Advisor - Dallas, United States - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Dallas, United States

    2 weeks ago

    Default job background
    Description
    The

    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, formulating, and implementing advice, and will begin to develop new client relationships.


    Our style fosters honest, down-to-earth, long-term relationships that incite open dialogue and delivers innovative ideas and services to our clients.

    Our partner firm is large enough to provide you with professional challenges and long-term personal development opportunities. Yet small enough that you don't get lost in a sea of people, politics, and processes.


    Responsibilities:
    Prepare client financial plans and present them to client families, team members, and partners

    Lead client complex client relationships including regular client contact and communications with external client partners

    Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification

    Prepare and present financial scenarios

    Initiate and proactively drive the financial planning process

    Prepare and navigate financial planning software prior to and during client meetings

    Qualifications and/or Experience


    Required:
    Bachelor's Degree in Finance, Financial Planning, Accounting, or related degree

    6+ years of related experience

    CFP Certification

    Familiarity with financial planning software

    Sound understanding of capital markets, mutual funds, and financial planning

    Strong interpersonal skills, a team-based attitude, and a desire to collaborate


    Preferred:
    FINRA Series 65

    CFA or CPA Certifications

    #J-18808-Ljbffr
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