Senior Wealth Advisor: Grow Client Wealth and Relationships

Granite Harbor Advisors; Houston (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

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

Educación

Professional designations including CFP®, CFA, MBA

Series 63/65 or Equivalent

Herramientas

Salesforce

Orion

eMoney

Descripción del empleo

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.