Institutional Financial Planning Consultant

1 month ago

Dallas, United States Hilltop Holdings Full time
Job Description

HilltopSecurities is currently looking to hire an Institutional Growth Consultant. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities' Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisory services to high net worth and institutional clients. Wealth Management Product solutions partner will be responsible for helping advisors increase utilization of wealth management product solutions and service within advisors new and existing business.

Responsibilities

  • Proactively work with financial advisors across all channels to support their efforts incorporating the use of financial planning, income solutions, and fee-based advisory services into their practices.
  • Act as a consultant to advisors comparing options between different product and service solutions to meet specific client needs.
  • Counsel advisors to engage cross-selling opportunities, when appropriate, to achieve investor goals
  • Assist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity.
  • Participate in conference calls or appointments with the advisor and client.
  • Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.
  • Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clients
  • Markets holistic product and advisory services to Financial Advisors.
  • Assist with delivering advisor training on the suite of products, platform and services. This may include development of the training.
  • Support recruiting efforts by prospective advisors or correspondents to educate them on our on our holistic product solutions.
  • Maintain current knowledge of investment managers, product enhancements and industry trends.
  • Assist with special projects and tasks as assigned.
Qualifications
  • Bachelor's degree
  • 5 years or more of financial services experience
  • Series 7 and Series 65 or 66 required.
  • CFP Designation is highly desired
  • Insurance License or willingness to obtain
  • Strong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate.
  • Must be able to provide complete and concise explanations of products to advisors and clients.
  • Detail oriented with excellent organization skills, follow through skills and ability to multi-task.
  • Excellent analytical, communication skills both verbal and written.
  • Ability to work under pressure in a fast-paced and deadline-oriented environment.
  • Strong computer skills required with experience in Microsoft Office.
  • Previous experience making sales presentations to small groups.
  • Travel will be required for training and client appointments
  • Prior experience with the Envestnet platform, MoneyGuidePro, and Redtail a plus


About Us

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

About the Team

HilltopSecurities' Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation's largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.

  • Senior Institutional Advisor

    2 months ago

    Dallas, United States BOK Financial Full time

    Req ID:74690 Location:Dallas -DAL Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...

  • Senior Institutional Advisor

    2 months ago

    Dallas, Texas, United States BOK Financial Full time

    Req ID:74690Location:Dallas -DALAreas of Interest:Wealth ManagementPay Transparency Salary Range:Not AvailableApplication Deadline:05/31/2024BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas,...

  • Institutional Growth Consultant

    4 weeks ago

    Dallas, United States Hilltop Securities Inc Full time

    HilltopSecurities is currently looking to hire an Institutional Growth Consultant. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network...

  • Institutional Growth Consultant

    1 month ago

    Dallas, United States Hilltop Securities Inc. Full time

    HilltopSecurities is currently looking to hire an Institutional Growth Consultant. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network...

  • Institutional Growth Consultant

    1 month ago

    Dallas, United States Hilltop Securities Inc. Full time

    HilltopSecurities is currently looking to hire an Institutional Growth Consultant. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network...

  • Financial Consultant Resume

    4 weeks ago

    Dallas, United States Arrow Financial Business Full time

    Here is a free Financial Consultant Resume example to use in 2024. You can use this as base to create a resume for your job application.You can customize this resume with our free resume builder. You can also download the PDF version. Modify ourFinancial Consultant Resume sample to suit your own needs. Free Resume Builder Why waste your money on expensive...

  • Financial Institution Audit Associate

    1 month ago

    Dallas, United States Doeren hew Full time

    Department: Financial Institutions Group - External Audit Doeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public...

  • Financial Institution Senior Audit Associate

    3 weeks ago

    Dallas, United States Doeren Mayhew CPAs and Advisors Full time

    Job DescriptionJob DescriptionDoeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public accounting firm. Today we are a Top...

  • Financial Institution Audit Associate

    2 months ago

    Dallas, United States Doeren Mayhew CPAs and Advisors Full time

    Job DescriptionJob DescriptionDoeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public accounting firm. Today we are a Top...

  • Financial Institutions Internal Audit Manager

    1 month ago

    Dallas, United States Doeren hew Full time

    Financial Institutions Internal Audit Manager Department: Financial Institutions Group - Internal Audit Doeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Atlanta, Grand Rapids, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized...

  • Financial Planning

    1 week ago

    Dallas, Texas, United States CarGurus Full time

    Who we areAt CarGurus (NASDAQ: CARG), our mission is to give people the power to reach their destination. We started as a small team of developers determined to bring trust and transparency to car shopping. Since then, our history of innovation and go-to-market acceleration has driven industry-leading growth. In fact, we're the largest and fastest-growing...

  • Utilities Financial Consultant

    2 months ago

    Dallas, United States Freese and Nichols’ Water Resource Design Group Full time

    Utilities Financial Consultant page is loaded Utilities Financial Consultant Apply locations Fort Worth, Texas time type Full time posted on Posted 30+ Days Ago job requisition id JR100287 Freese and Nichols is searching for a Utility Management Consultant with experience with municipal financial strategies for investments in public works and utilities...

  • Compliance/Regulatory Consultant

    1 month ago

    Dallas, United States Globant Full time

    Position: Compliance/Regulatory Consultant - Financial Services Industry Location: United States Overview: Globant, a leading consulting company, seeks a Compliance/Regulatory Consultant focused on the Financial Services Industry (FSI). This individual will ensure digital transformation projects comply with all relevant regulations and standards, providing...

  • Utilities Financial Consultant

    2 months ago

    Dallas, United States Freese and Nichols Group Full time

    Utilities Financial Consultant page is loaded Utilities Financial Consultant Apply locations Fort Worth, Texas time type Full time posted on Posted 30+ Days Ago job requisition id JR100287 Freese and Nichols is searching for a Utility Management Consultant with experience with municipal financial strategies for investments in public works and utilities...

  • Financial Consultant Partner

    1 month ago

    Dallas, Texas, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr....

  • Sr. Financial Analyst

    3 weeks ago

    Dallas, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

  • Sr. Financial Analyst

    2 weeks ago

    Dallas, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

  • Financial Advisor

    2 months ago

    Dallas, United States Corebridge Financial Full time

    We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...

  • Wealth Management Growth Consultant

    2 months ago

    Dallas, United States Avantax Planning Partners Full time

    Position SummaryAvantax is seeking a Wealth Management Growth Consultant - Affiliate Growth who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement...

  • Wealth Management Growth Consultant

    4 weeks ago

    Dallas, United States Avantax Planning Partners Full time

    Position SummaryAvantax is seeking a Wealth Management Growth Consultant - Affiliate Growth who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement...