Associate/Service Wealth Advisor SilverStar Wealth Management

Kestra Financial; Cypress (TX); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Potential for attractive quarterly bonuses

Matching 401(k) plan

Health, life, and disability insurance

Job summary

Kestra Financial in Cypress, Texas, is seeking an Associate/Service Wealth Advisor to support client relationship management and financial planning. The role involves managing client needs, consulting on investment strategies, and preparing for client meetings. Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in the financial services industry. Compensation is commensurate with experience and includes potential bonuses and insurance benefits.

Qualifications

• Strong understanding of the financial services industry and diverse investment products.
• 3+ years of experience in the financial services industry.
• Bachelor's degree in finance, accounting, or related field preferred.

Responsibilities

• Support Lead Advisor with managing client needs and financial planning.
• Consult with clients on investment strategies based on financial objectives.
• Responsible for client meeting preparation, follow-up, and documentation.

Skills

Strong understanding of financial services

Excellent communication skills

Time management and organizational skills

Ability to build relationships

Education

Bachelor's degree in finance or related field

3+ years of experience in financial services

Tools

Emoney financial planning software

Basic skills in Outlook, Word, Excel, PowerPoint

Job description

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.

Requirements

• 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 communicate with clients and follow 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