Associate/Service Wealth Advisor SilverStar Wealth Management

2 months ago

Cypress, United States Kestra Financial Independent Advisor Full time

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Requirements

Essential Duties and Responsibilities

  • Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data in financial planning software-Emoney
  • Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
  • Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned
Knowledge, Skills, and/or Abilities
  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control
Education and/or Experience
  • Bachelor's degree in finance, accounting or a related field preferred
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
  • Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
  • Series 7 and 63 preferred
  • Series 65/66 preferred
  • Texas Insurance License preferred
Compensation
  • Compensation is commensurate with experience and qualifications
  • Potential for attractive quarterly bonuses
  • Matching 401(k) plan with the potential for profit-sharing contributions
  • Health, life, and disability insurance available

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