![MAI Wealth Management, Inc.](https://media.trabajo.org/img/noimg.jpg)
Wealth Advisor
2 weeks ago
**GENERAL JOB DESCRIPTION**
The Wealth Advisor - Advisor Referral Program will be responsible for supporting and implementing MAI’s full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications perspectives. In addition, they will develop referrals through our partner firms and drive additional business for MAI.
**MAJOR DUTIES AND RESPONSIBILITIES**
- Consistently and proactively engage with clients and their immediate families.
- Develop strong product knowledge and client relationship management skills.
- Regularly monitor and rebalance client portfolios to adhere to IPS guidelines.
- Drive business results through referral partners, COI” s, and existing client relationships.
- Acquire, develop, and retain assets within existing client base.
- Introduce clients to other team members or 3rd party professionals when more complex needs present themselves such as estate, tax, and insurance matters.
- Participate in Investment and Alternative Investment group discussions to stay abreast on company-wide thinking and opportunities.
- Consummate “networker”; develops effective professional relationships.
- Develop referrals through our partner firms.
- Enter and maintain data in eMoney, CRM and other internal systems.
**EXPERIENCE/CREDENTIALS**
- Bachelor’s degree in business or related field.
- 5-7 years’ experience in an RIA/Investment Management Firm or other type of Financial Services.
- Certified Financial Planner (CFP) required.
- CFA or CPA a plus.
- Additional Wealth Management certifications, designations, or licensing a plus.
- Proficient in building business plans and executing to achieve results.
- Experience using E-Money and other financial planning software and tools.
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
**COMPETENCIES**
- Working knowledge of the full range of wealth management topics and solutions.
- High attention to detail.
- Strong written and verbal communication skills.
- Critical thinking skills to assess clients’ current financial position and evolving needs or requirements.
- Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
- Knowledge of investments and macroeconomics as they relate to clients’ investment goals and objectives.
- Ability to work in both entrepreneurial and team-based environments.
- Maintains absolute confidentiality of client information and safeguards client and firm data; maintains high ethical standards in all practices.
**FEATURED BENEFITS**:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
-
Wealth Advisor III
1 month ago
Houston, United States Linscomb Wealth Full timePosition Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob Posting:What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of...
-
Wealth Advisor III
4 days ago
Houston, Texas, United States Linscomb Wealth Full timePosition Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob Posting:What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of...
-
Wealth Advisor III
3 weeks ago
Houston, United States Linscomb Wealth Full timePosition Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob Posting:What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of...
-
Wealth Advisor
4 weeks ago
Houston, United States Tanglewood Total Wealth Management Full timeTanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth. Position Summary Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth...
-
Wealth Advisor
3 weeks ago
Houston, United States Tanglewood Total Wealth Management Full timeTanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth. Position Summary Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth...
-
Wealth Advisor
7 days ago
Houston, United States Tanglewood Total Wealth Management Full timeTanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the quietly wealthy to help make the most of their wealth. Position Summary Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth Advisors...
-
Wealth Advisor
2 weeks ago
Houston, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Advisor – Advisor Referral Program will be responsible for supporting and implementing MAI’s full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial...
-
Wealth Advisor II
5 days ago
Houston, Texas, United States Cadence Bank Full timeA Linscomb Wealth, Wealth Advisor II (WA II) is in the beginning stages of the client book building process, working closely with others from the firm's Wealth Advisory team to engage with existing and prospective clients. A WA I's primary focus is c Wealth Advisor, Wealth, Advisor, Client Relations, Financial Planning, Banking, Development
-
Wealth Management Advisor
2 months ago
Houston, United States CareerBuilder Full timeWealth Management Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Wealth Management Advisor
2 months ago
Houston, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
-
Wealth Management Advisor
3 weeks ago
Houston, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
-
Salaried Wealth Advisor
1 month ago
Houston, United States Recruiting Industry Specific Experts, LLC Full timeA Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...
-
Managing Private Wealth Advisor
7 days ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Managing Private Wealth Advisor
1 month ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Managing Private Wealth Advisor
1 month ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Managing Private Wealth Advisor
3 weeks ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Wealth Management Advisor
4 weeks ago
Houston, United States Sunflower Bank, N.A. Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
-
Wealth Management Advisor
1 month ago
Houston, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
-
Wealth Management Advisor
3 weeks ago
Houston, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
-
Wealth Management Advisor
3 weeks ago
Houston, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...