Financial Planning Consultant

3 weeks ago

Dallas, United States Hilltop Holdings Full time
Job Description

The Wealth Management Advisory Services and Products 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. The Wealth Management Financial Planning Consultant partner will be responsible for helping advisors increase utilization of wealth management product solutions and service within advisors new and existing business.

Responsibilities

Essential Functions
  • 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

Job Requirements
  • 5 years or more of financial services experience
  • Bachelor's degree
  • Series 7 and Series 65 or 66 required.
  • CFP Designation preferred
  • 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.

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