Wealth Planning Advisor — Strategic Client Growth

Wealth Enhancement Group; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Training and professional development

Medical and dental coverage

401k with match and profit sharing

Paid Time Off

Tuiton reimbursement

Job summary

A leading wealth management firm based in Houston is seeking a Financial Advisor to enhance client relationships and deliver personalized financial planning services. The ideal candidate should hold a 4-year degree in business or finance, possess relevant credentials like CFP or CPA, and have at least 4 years of experience in wealth management. They will engage with clients to assess their financial goals and manage portfolios effectively, ensuring exceptional service and client satisfaction.

Qualifications

• 4+ years of experience within the wealth management industry.
• Proven ability to source and convert prospects to clients.
• High-level planning-oriented service experience.

Responsibilities

• Manage client relationships and assist senior advisors.
• Source and close prospective clients effectively.
• Analyze client’s current investments and insurance policies.

Skills

Client relationship management

Financial planning

Analytical skills

Communication skills

Organizational skills

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Series 7 and 66 licenses

Series 65 (RIA only)

Insurance licenses

Job description

A leading wealth management firm based in Houston is seeking a Financial Advisor to enhance client relationships and deliver personalized financial planning services. The ideal candidate should hold a 4-year degree in business or finance, possess relevant credentials like CFP or CPA, and have at least 4 years of experience in wealth management. They will engage with clients to assess their financial goals and manage portfolios effectively, ensuring exceptional service and client satisfaction.