Wealth Advisor III

Linscomb & Williams Inc.; Houston (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player seeks a Wealth Advisor III to manage a sustainable client book and enhance client engagement. In this dynamic role, you will lead the development of personalized wealth management strategies while mentoring future advisors. Your ability to build trust and maintain strong client relationships will be crucial. With a focus on proactive outreach and collaboration with internal teams, you will ensure clients receive tailored solutions that meet their financial goals. This is an exciting opportunity to make a significant impact in a firm known for its commitment to client retention and satisfaction.

Qualifications

• 15-20 years of experience in wealth management or related fields.
• Bachelor's degree in finance or related field is required.

Responsibilities

• Provide strategic leadership for client relationships and develop personalized plans.
• Engage proactively with clients and coordinate with internal teams for solutions.

Skills

Client Engagement

Wealth Planning

Portfolio Management

Strategic Leadership

Mentorship

Proactive Outreach

Team Collaboration

Communication Skills

Multi-tasking

Problem Solving

Education

Bachelor's degree in Financial Planning

Bachelor's degree in Wealth Management

Bachelor's degree in Finance

Bachelor's degree in Accounting

Tools

CRM Software

Microsoft Office

Job description

Location: 1333 West Loop South, Ste 1500, Houston, TX 77027

Eligibility for Remote: No

Grade: Commission

What The Role Is

A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of an Linscomb Wealth, Wealth Advisor, and they have done so over a long period of time. A WA III’s primary focus is likely more allocated to ongoing, proactive client engagement, through business development and organic book growth is likely a component given the well-established nature of their client book. WA III’s will serve in both a primary and secondary Wealth Advisor capacity, though typically they will serve most frequently as primary. WA III’s operate consistently with a high degree of autonomy within the firm and team construct. WA III’s are encouraged to continue developing their skill set, though they may also spend time mentoring and training newer and future wealth advisors.

How You will Make an Impact

• Provides strategic and tactical leadership for the Linscomb Wealth client relationships they serve.
• Works closely with clients and prospective clients of the firm to identify, refine and update key goals and objectives.
• Help lead the development and implementation of a client’s holistic and personalized plan, including portfolio allocation and the client’s overall wealth planning needs.
• Outline and refine a prioritized action plan for achieving client key goals and objectives. Update client action plans as needed, reviewing with clients at least annually.
• Routinely engage with clients in a proactive manner, utilizing the firm’s CRM and other software/systems to develop a routine process for tracking client communication, engagement, and specific advice related matters.
• Engage proactively with clients, reaching out on specifically tasked items related to their portfolio or overall plan, as well as to simply connect more personally, building trust and a broader relationship with clients over time.
• Remain “on call” and proactively poised to respond to client questions, concerns, and other servicing needs.
• Potentially work with newer or future Linscomb Wealth Wealth Advisors to help them further develop their overall skill set and experience.
• Actively coordinate with all Linscomb Wealth internal teams (Investment, Wealth Planning, Operations, Trading, Client Service) to implement client portfolio solutions, planning needs, and ongoing client servicing needs.
• Collaborate with client’s other professionals, such as CPA, estate attorney, insurance agents, and banker, “quarterbacking” the overall engagement and implementation of a client’s holistic plan.
• Work to identify and pursue share of wallet opportunities with existing clients, including development of ongoing savings plans where applicable.
• Achieve a high level of client retention in line with the firm’s long-run history of low client turnover.

Who You Are

• Bachelor’s degree (B.A. or B.S.) from a four-year college or university, preferably in Financial Planning, Wealth Management, Finance, Accounting, or another business-related degree.
• A minimum of 15-20 years related professional work experience
• Stable work history and demonstration of consistent, high-level performance
• CFP or similar, well-recognized industry designation
• Team engagement and buy-in
• Strategic and tactical leadership with clients
• Proactive client engagement and outreach
• Consistency with firm policy and best practice
• Book revenue and AUM growth to support WA I book development
• Proactive and strong work ethic
• Ability to multi‐task, prioritize and meet deadlines
• Professional appearance and demeanor
• Ability to work well in a team environment
• Proficient with Microsoft Office and other firm software/systems
• Strong writing and presenting skills
• Mentorship and training for newer and future wealth advisors
• Ongoing development of technical skill set and soft skills
• This job has no supervisory responsibilities

Qualifications

Education: Bachelors or better.

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities