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Senior Wealth Advisor

2 months ago

Dallas, United States Weaver Full time

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched

Weaver Capital Advisors, LLC . The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management. C-Suite executives, family-owned businesses, entrepreneurs, institutions, and individuals will have access to a wide range of wealth management services. At Weaver Capital Advisors, we lead with care and understanding, and our team values relationships above all else. We strive to transcend client expectations – always. We honor promises, stay true to our character and intentionally listen to our clients’ ambitions and aspirations. We believe in putting others first and exemplify that in how we interact. We convey a passion for our work and an unmatched dedication to earning our clients’ trust for a lifetime. 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 Profile Weaver 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 include: Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm Serving as the primary contact for wealth management clients Building and managing an effective and efficient sales pipeline Guiding the ongoing professional development, training, and certification of the sales and marketing teams Recruiting additional sales team members, as needed Helping build a positive culture of accountability and integrity Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline Education and Skills Bachelor’s degree in Business, Finance, Economics or related field Master’s degree in Business Administration preferred Series 65 required Texas General Insurance license preferred CFP, CFA, CAIA, and/or CPWA preferred 10+ years of related wealth management experience Experience working with high-net-worth clients strongly preferred Proven sales success and strong business acumen Strong relationship management skills Proven ability to manage, mentor and develop staff Demonstrates independent thinking and strong decision-making skills Ability to build, develop, maintain and transition a book of business with little supervision Excellent work references and proven record of consistent, successful achievement of sales goals Excellent interpersonal and presentations skills High emotional intelligence, outstanding integrity, and exceptional work ethic Maintain positive attitude and willingness to adapt to a rapidly changing environment Ability to handle multiple project simultaneously while maintaining confidentiality of all client matters Assist in the creation, delivery, and execution of complex financial plans Accounting for more than numbers

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.

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