Are you a seasoned Financial Advisor seeking to elevate your career? Our client, a prestigious firm headquartered in Austin, TX, is expanding its team of Private Wealth Managers. With over $10 billion in assets under management and a legacy spanning 30 years , this firm offers an unparalleled platform for growth and success.
Why Join this Firm?
🔹 $10 billion+ in AUM = Stability & Credibility
🔹 30+ Years of Exceptional Client Service
🔹 Strong Transition Support from Day One
🔹 Entrepreneurial Culture with Collaborative Teams
🔹 High-Net-Worth & Ultra-HNW Client Base
🔹Own your book of business from day 1
🔹1099 affiliation
🔹Marketing and lead generation support
Ideal Candidate Profile: The ideal candidate will bring 5+ years of Wealth Management experience , demonstrating a deep understanding of:
🔹Investment policy planning
🔹Strategic asset allocation
🔹Portfolio implementation and management
🔹4 years of experience working with High-Net-Worth Clients
Transitional Bonus - Paid on Production:
Our client offers a competitive transitional bonus based on production to support your move and reward your success . This is a unique opportunity to seamlessly transition your book of business while maximizing your earning potential.
Responsibilities:
🔹Provide bespoke, comprehensive investment strategies and services to clients.
🔹Exhibit a proven record of client retention and the capability to expand a book of business.
🔹Prepare and deliver compelling presentations and proposals to prospective clients.
🔹Increase brand visibility and market services strategically.
🔹Stay abreast of industry trends and maintain advanced financial knowledge.
🔹Leverage and expand an established network of referrals.
🔹Partner with the home office to manage and optimize clients’ financial portfolios.
🔹Oversee portfolio management and ensure exceptional client retention.
🔹Fulfill all Continuing Education requirements.
Qualifications :
🔹Bachelor’s degree with a minimum of 4 years of experience in wealth management
🔹Proven ability to work independently and as part of a team to achieve shared goals.
🔹Proficiency in computer applications: Outlook, Excel, Word, and PowerPoint.
🔹Clean U4.
🔹Must hold FINRA Series 7, 66, and or 63
🔹Certified Financial Planner (CFP) designation is preferred but not mandatory.
🔹Experience managing a client portfolio with $25MM+ in Portable AUM.
🔹Must have a Trailing 12 over $350K
Current Opportunities Available In:
Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.
...ANTI! We are looking for a passionate App / Game Developer Intern (ideally student or recent graduate) to join our team in building an app and website to... .../UX Integrate ecommerce solutions with 3rd party software, APIs, etc. Collaborate with marketing team...
...Licensed Real Estate Coordinator Aspen/Snowmass Join our dynamic, professional real estate team in Aspen/Snowmass! This full-time role offers... ...real estate, front-line customer service, and listing/transaction coordination is a significant plus. We offer a competitive...
...USALCO Fairfield Plant, LLC is a major unit within the manufacturing network of a leading provider of aluminum-based component... ...for oil refining, the housing market and other sectors. The Chemical Operator reports to the Plant Manager or Production Supervisor, depending...
...background in family law and can provide legal representation and advice to our clients on various family law matters. This is a full-time remote role with a market-competitive base salary! If you are interested, click on "Apply Now" OR send your resume to dhaval.sule@...
**Additional Information** Pay: $30.00/hr**Job Number** 25081014**Job Category** Food and Beverage & Culinary**Location** The Ritz-Carlton Marina del Rey, 4375 Admiralty Way, Marina Del Rey, California, United States, 90292VIEW ON MAP (**Schedule** Full Time**Located...