Senior Wealth Advisor — HNW Growth & Planning

Weaver; Houston (TX); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Competitive health benefits

Flexible scheduled time off

In-house CPE and learning opportunities

Résumé du poste

A national advisory firm based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal candidate will demonstrate strong sales success and relationship management skills. Responsibilities include mentoring staff and driving business development strategies. Weaver offers competitive health benefits and a collaborative workplace culture focused on professional growth and personal well-being.

Qualifications

• Bachelor’s degree in Business, Finance, Economics or related field.
• Series 65 required.
• Proven sales success and strong business acumen required.
• Strong relationship management skills.
• Ability to manage, mentor, and develop staff.

Responsabilités

• Develop and execute successful business development strategies.
• Serve as primary contact for wealth management clients.
• Build and manage a sales pipeline.
• Guide ongoing development of sales and marketing teams.

Connaissances

Relationship management

Sales success

Independent decision-making

Adaptability

Interpersonal skills

Formation

Bachelor's degree in Business, Finance, or Economics

Master's degree in Business Administration

Description du poste

A national advisory firm based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal candidate will demonstrate strong sales success and relationship management skills. Responsibilities include mentoring staff and driving business development strategies. Weaver offers competitive health benefits and a collaborative workplace culture focused on professional growth and personal well-being.