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Open nowPosted 835 days ago

Associate/Service Wealth Advisor SilverStar Wealth Management

Workable (global search)108,016 open roles

Where
Cypress, TX, United States
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Your applicationOpen nowAssociate/Service Wealth Advisor SilverStar Wealth ManagementWorkable (global search) · Cypress, TX, United States

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Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 835 days ago

Workable (global search) median: 7 days open

The posting

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Requirements

Essential Duties and Responsibilities

  • Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data in financial planning software—Emoney
  • Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
  • Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities

  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in finance, accounting or a related field preferred
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
  • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

  • Series 7 and 63 preferred
  • Series 65/66 preferred
  • Texas Insurance License preferred

Compensation

  • Compensation is commensurate with experience and qualifications
  • Potential for attractive quarterly bonuses
  • Matching 401(k) plan with the potential for profit-sharing contributions
  • Health, life, and disability insurance available
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