Associate/Service Wealth Advisor SilverStar Wealth Management

Kestra Technologies; Paris; Sur place; EUR 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Health, life, and disability insurance

Quarterly bonuses potential

Matching 401(k) plan

Résumé du poste

Kestra Technologies is looking for an Associate/Service Wealth Advisor to handle client relationship management and account servicing. The ideal candidate will have a comprehensive understanding of financial services and will work closely with the Lead Advisor.

This role requires excellent communication skills and the ability to manage multiple tasks efficiently. A Bachelor’s degree in finance or a related field is preferred, along with 3+ years of experience in the industry.

Qualifications

• 3+ years of experience in the financial services industry.
• Strong understanding of broker/dealer operations.
• Proficiency in equities, bonds, options, mutual funds, and insurance.

Responsabilités

• Manage client needs regarding service and financial planning.
• Consult clients on investment strategies.
• Prepare and follow-up client meetings.

Connaissances

Understanding of financial services

Excellent communication skills

Time management

Basic computer skills (Outlook, Word, Excel, PowerPoint)

Formation

Bachelor’s degree in finance or related field

Outils

Financial planning software (Emoney)

Description du poste

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Essential Duties and Responsibilities

• Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data in financial planning software—Emoney
• Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
• Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone
• Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
• Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Other duties as assigned

Knowledge, Skills, and/or Abilities

• Strong understanding of the financial services industry and diverse investment products
• Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

• Bachelor’s degree in finance, accounting or a related field preferred
• The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
• Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 63 preferred
• Series 65/66 preferred
• Texas Insurance License preferred

Compensation

• Compensation is commensurate with experience and qualifications
• Potential for attractive quarterly bonuses
• Matching 401(k) plan with the potential for profit-sharing contributions
• Health, life, and disability insurance available