Salaried Wealth Manager, CFP

1 month ago

Houston, United States Recruiting Industry Specific Experts, LLC Full time

A Fee-Only, Comprehensive Wealth Management Firm is hiring an experienced Salaried Wealth Manager with a passion for building relationships and providing the highest level of service to clients. The Wealth Manager is an essential addition to their team to support their ongoing growth and long-term succession plan solution. They believe clients should always come first and have built over 200 relationships by providing their specialized niche in comprehensive wealth management and portfolio management. The ideal Wealth Manager will embrace this client-centric mindset to help meet that goal. This opportunity offers a fulfilling and rewarding career with Lucrative Compensation, Great Benefits, Solid Career Path, Positive Work Environment, including:

  • Annual Base Salary and Discretionary Bonus
  • 100% paid health care plan for employees; competitive PTO (increases with tenure); 401k match (additional discretionary match based on company performance); professional dues, necessary registrations, and professional development is all paid
  • Future ownership opportunities
  • A collegial, family-based culture


Responsibilities:

  • Primary responsibility for wealth management activities at the firm
  • Development of financial plans for new clients and plan updates for existing clients in coordination with our Associate Financial Planner
  • Present financial plans to clients and address their financial issues and questions
  • Stay abreast of recent developments in financial planning, including legislative changes
  • Proactively engage and advise clients on strategies that will improve the overall outcome of their financial well-being
  • Work with clients and other staff to establish client accounts and coordinate asset transfers
  • Respond to client inquiries and initiate client contact when appropriate
  • Write regular articles on financial planning and wealth management for publication
  • Get involved with the community and develop new business


Qualifications:

  • Undergraduate degree and CFP or CFA designation required
  • 5+ years’ experience developing financial plans and providing financial planning advice to clients
  • Experience with MoneyGuide Pro and tax planning software
  • Excellent verbal and written communication skills
  • The ability to effectively engage in conflict resolution and overcome objections
  • A passion for working and collaborating with others to solve client problems
  • Strong organization skills and detail-oriented

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