Senior Wealth Advisor

Join to apply for the Senior Wealth Advisor role at Weaver1 day ago Be among the first 25 applicantsJoin to apply for the Senior Wealth Advisor role at WeaverGet AI-powered advice on this job and more exclusive features.The Weaver ExperienceWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.The Weaver ExperienceWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.Learn more about our services, industry experience and culture at weaver.com.Position ProfileWeaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver’s Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. The Senior Wealth Advisor will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients’ goals. They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will be responsible for mentoring staff and work closely with leadership in order to execute plans effectively.Other Responsibilities IncludeDeveloping and executing successful business development strategies for all markets served in order to generate significant new assets for the firmServing as the primary contact for wealth management clientsBuilding and managing an effective and efficient sales pipelineGuiding the ongoing professional development, training, and certification of the sales and marketing teamsRecruiting additional sales team members, as neededHelping build a positive culture of accountability and integrityMaintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipelineTo be successful in this role, the following qualifications are required:Bachelor’s degree in Business, Finance, Economics or related fieldSeries 65 requiredProven sales success and strong business acumenStrong relationship management skillsProven ability to manage, mentor and develop staffDemonstrates independent thinking and strong decision-making skillsAbility to build, develop, maintain and transition a book of business with little supervisionExcellent work references and proven record of consistent, successful achievement of sales goalsExcellent interpersonal and presentations skillsHigh emotional intelligence, outstanding integrity, and exceptional work ethicMaintain positive attitude and willingness to adapt to a rapidly changing environmentAbility to handle multiple projects simultaneously while maintaining confidentiality of all client mattersAssist in the creation, delivery, and execution of complex financial plansAdditionally, The Following Qualifications Are PreferredMaster’s degree in Business AdministrationTexas General Insurance license preferredCFP, CFA, CAIA, and/or CPWA preferredExperience working with high-net-worth clients strongly preferredAlternative investment experienceWeaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees’ wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here – Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge daysWe also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.People are our formula At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting youCurrently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesAccountingReferrals increase your chances of interviewing at Weaver by 2xSign in to set job alerts for “Wealth Management Advisor” roles.Affiliate Financial Advisor- Relocate to Saudi ArabiaMidland, TX $90,000.00-$250,000.00 4 months agoBusiness Analyst - Digital Transformation- Relocate to Saudi ArabiaOdessa, TX $90,000.00-$120,000.00 1 day agoBusiness Analyst - Production OperationsWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr