Senior Wealth Advisor: Grow Client Wealth and Relationships

Granite Harbor Advisors; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing advice on financial products like life insurance and retirement plans while ensuring a platinum-level experience. Ideal candidates should have 5-10 years of experience in financial services, relevant professional designations, and excellent communication skills. Join a team dedicated to helping clients achieve their financial goals.

Qualifications

• 5-10 years of experience in the financial services industry is required.
• Professional designations such as CFP®, CFA, MBA, or similar are essential.
• Impeccable communication and people skills are a must.

Responsibilities

• Pursue new client and COI relationships through various means.
• Maintain strong relationships with clients through regular communication.
• Provide advice on a range of financial products and services.

Skills

Impeccable communication and people skills

Experience in financial services industry (5-10 years)

Familiarity with SEC Compliance requirements

Experience with Salesforce, Orion, and eMoney

Proficient in Microsoft Office 365

Education

Professional designations including CFP®, CFA, MBA

Series 63/65 or Equivalent

Tools

Salesforce

Orion

eMoney

Job description

A financial services firm in Houston is seeking a Wealth Advisor to cultivate new client relationships and manage existing ones. The role involves providing advice on financial products like life insurance and retirement plans while ensuring a platinum-level experience. Ideal candidates should have 5-10 years of experience in financial services, relevant professional designations, and excellent communication skills. Join a team dedicated to helping clients achieve their financial goals.