Senior Wealth Advisor
$240,000–$240,000 year
HybridDallas, Texas, United States
Job Summary
Communicate the firm's resources, value proposition, and solutions to referral program representatives while generating new business through prospecting and closed sales in custodial referral programs. Conduct regular presentations of HUB Investment Partners services to referral partner associates at their offices and regional events. Engage prospective client needs with wealth advisory firms, lead client meetings across the wealth planning cycle, and offer creative solutions to help clients achieve their goals. Train and mentor associates across the wealth advisory team while leveraging community relations to generate leads. Requires 7+ years in financial services, Series 65 or CFP, and up to 50% travel.
Required Qualifications
- 7+ years' experience in the financial services industry
- Series 65, or CFP required
- Bachelor's degree in business or other related field from an accredited college or university
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Depth of experience working with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
- Highly effective interpersonal, relationship management, and communication skills
- Proven success selling business to new and existing clients
- Demonstrated knowledge and facilitation of sales cycle/process
- Problem-solving, negotiation and persuasive skills
- Effective written communication skills with ability to adapt to different audiences
- Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
- Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts
- 7-10 years of relevant experience
- Up to 50% travel
Desired Qualifications
- Commitment to advanced continuing education and team development at all levels
- Train and mentor associates across the wealth advisory team
- Leverage community relations and development centers of influence to generate leads and facilitate introductions
- Enjoy team collaboration
- Thrive in a healthy company culture that recognizes success
- Want to learn and grow your current skill set
- Are seeking a progressive work environment at a rapidly growing organization
- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others
- The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally
- Come learn and grow with a team that has a consistent year over year growth of 30-40%
- Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs
- Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates' offices and at various regional events
- Engage and communicate prospective client needs to the firm's wealth advisory and partner firms
- Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
- Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
- Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs
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