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Wealth Advisor

3 months ago

Plano, United States CX Institutional LLC Full time
Job DescriptionJob Description

Purpose

As part of the Wealth Management Team, the Wealth Advisor leads and drives business development growth, client experience and retention. This role is responsible for obtaining new HH’s through management of a lead pipeline by means of company funded education events, dinner events, advisor networking, social events, and firm generated client introductions. The Wealth Advisor leads prospects through the New Client Core Process of qualifying, discovery, proposal, closing and implementation. The Wealth Advisor leads the Wealth Management Core Process to ensure adherence by all and delivery at a consistently high level. This role is responsible for instilling hope and confidence in the eyes of clients and prospects so that Credent builds long lasting, trusting relationships resulting in client retention and client introductions to others. As a fiduciary, the Wealth Advisor delivers financial advice based on the clients’ best interests. The Wealth Advisor works with the Wealth Management team, consisting of a Wealth Manager and Financial Planner to serve clients with an AUM in excess of $500,000.

The Wealth Manager is the primary source of relationship development, consultation, and advice to clients. They also assist with the daily needs of serving the client. This team, including the Wealth Advisor, have regular client interaction, outbound proactive calls, and actively participate in Goal Review & Risk Audit meetings. The primary metric of a Wealth Advisor is # of events led, # of introductions obtained and # of new households to the firm.

Job Responsibilities:

  • Leads the adherence of the New Client and Wealth Management Core Processes by all team members.
  • Builds brand awareness by being the face of the firm through assuming leadership roles in the community, community outreach, volunteering with various organizations and non-profits.
  • Manages a pipeline of leads through multiple avenues, including warm calling potential leads, prospects, introductions from existing clients, company-sponsored events, and networking.
  • Delivers compelling presentations on wealth management related topics at firm sponsored events while selling Credent’s 3 uniques.
  • Regularly host social events and gatherings with clients who provide prospects to the firm to establish and build relationships and rapport.
  • Lead client retention events through providing presentations to instill hope and confidence in the eyes of the client.
  • Lead portions of the Wealth Management Core Process including participation in Set the Compass, First Goal review, annual Goal reviews and Risk Audit meeting.
  • Perform proactive calls to clients including annual Portfolio review call and quarterly stay in touch (SIT) calls.
  • Manage relationships and build confidence with current and prospective clients by sharing perspective and awareness of market trends, crisis management, and ongoing improvements available to enhance clients’ experiences.
  • Leads client investment management strategy recommendations, changes and answers questions about billing and fees.
  • Utilize CRM software to manage prospects, client relationships and accounts.
  • Maintain objective goals on a weekly basis, such as # of calls, leads, proposals and new households
  • Remain knowledgeable of the policies and regulations of regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.

Knowledge, Skills, and Abilities:

  • Ability to qualify prospects, identify pain, and move through the sales funnel or disqualify.
  • Ability to present material and concepts to groups or individuals in a compelling and effective manner that establishes hope and confidence.
  • Ability to be persistent in the sales cycle process (Not accepting No for an answer).
  • Possess a high level of sales acumen.
  • Leadership skills to hold others accountable to deliver consistent, high quality service deliverables.

Education/Experience

  • Bachelor’s Degree preferred
  • 5 plus years of proven financial services sales experience
  • Series 65 or equivalent achieved within 30–45 days after hire

Core Values

The following values are essential to the success of the organization:

Culture of Excellence

Know Thy Number: Fully engaged in the team goals with a focus on results.

Be 200% Accountable: High communication and collaboration while offering a teammate support. Embrace Vulnerability: Trust and vulnerability with teammates with a willingness to give and receive constructive guidance.

Disciplined

Implement Best Practices: Champion the process while seeking improvement for everyone involved.

Work Hard: Remove distractions and do the hardest thing first.

Commit: Stay true to your word.

Authentic Leadership

Live an Integrated Life: Be the best version of yourself at home, work, and community.

Seek the Truth: Have courage to speak it when necessary & say no to misdirection.

Be Self Aware: Overcome fears by maximizing your strengths.

Aim for Excellence: Push yourself and others to raise the bar

Passionate

Connect Your Role: Your unique ability improves the lives of others.

Be Inspired: The right seat will intrinsically motivate you.

Tell Your Story: Share your personal experiences to help others

Selflessness

Put Other’s Needs First: Place concerns of clients and team above self.

Be Empathetic: Use both emotional and cognitive empathy with others.

Practice Humility: Share success with the team