Servicing Advisor

2 weeks ago


Dallas, United States Windward Recruiting Full time

This

Servicing A

dvisor

opportunity is for an independent RIA that serves the wealth management needs of UHNW families and individuals. This role will support a Senior Wealth Manager, delivering financial planning and investment advice to clients, and upholding the commitment to integrity and excellence in service. This role is not expected to source new client relationships, but there is a financial incentive for successful business development efforts.

Duties & Responsibilities

Support Senior Wealth Managers in delivering financial planning solutions and investment advice to

clients

Collaborate with advisory teams to address complex tax, estate, retirement , and insurance issues for clients

Build professional, deep relationships with clients

who have been with the firm for years

Participate in training and development programs for career

advancement

Adhere to confidentiality standards when handling client

matters

Self-starter who thrives in a team approach to client service while thriving in an entrepreneurial atmosphere

Qualifications

Bachelor’s degree in Personal Financial Planning or

a relevant finance-related field, with a minimum GPA of 3.0

CFP designation (or current progress towards it)

2-8 years of financial planning

expertise, preferably serving HNW or UHNW clients

Proficiency

with Financial Planning Software (e. Tamarac, MoneyGuidePro, E-Money, Schwab)

Strong interpersonal skills and ability to work effectively as a

team

Proficient in Outlook and Microsoft Office

Ability to manage multiple projects while

maintaining confidentiality

Excellent work references

Benefits

Competitive base and bonus structure

Generous PTO and 401(k) with employer contribution

Volunteer days

off

Remote work opportunities

Insurance coverage

Free financial planning services for employees and their spouses

Engaging, collaborative, and lively office vibe

#J-18808-Ljbffr



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