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San Antonio, United States Argent Financial Group Full timeJob DescriptionJob DescriptionWealth AdvisorGeneral Job DescriptionA Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on...
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Senior Wealth Advisor
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San Francisco, California, United States CIBC Full timeJoin Our Team as a Senior Wealth AdvisorAt CIBC, we are committed to fostering a relationship-driven banking environment tailored for the contemporary client. We seek dedicated and skilled professionals who prioritize integrity and excellence in client service.Your Role:The primary responsibility of the Senior Wealth Advisor is to nurture new and existing...
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Senior Wealth Advisor- Schwab Wealth Advisory
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San Francisco, United States CFA Institute Full timePosition Type: Regular Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. Your opportunity At Schwab, you're 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. Schwab's...
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Senior Wealth Advisor- Schwab Wealth Advisory
2 months ago
San Francisco, California, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you're 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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax,...
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Senior Wealth Advisor
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San Francisco, California, United States Charles Schwab Full timePosition Type: Regular Your opportunity Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance...
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San Antonio, United States Sequoia Financial Group LLC Full timeJob DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...
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Senior Wealth Management Advisor
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Wealth Management Advisor
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San Diego, United States Charles Schwab Full timeYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s...
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Senior Wealth Management Advisor
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Wealth Management Advisor
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Global Wealth Advisor
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San Diego, United States Suncap Technology Full timeGlobal Wealth Advisor opportunity in San Diego Salary, bonus, benefits Our client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside. The ideal candidate will serve as Wealth Advisors serve as financi...
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Global Wealth Advisor
2 weeks ago
San Diego, United States Suncap Technology Full timeGlobal Wealth Advisor opportunity in San Diego Salary, bonus, benefits Our client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside. The ideal candidate will serve as Wealth Advisors serve as financial confidantes, and experience advising global clients.
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Global Wealth Advisor
4 weeks ago
San Diego, United States Suncap Technology Full timeGlobal Wealth Advisor opportunity in San Diego Salary, bonus, benefits Our client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside. The ideal candidate will serve as Wealth Advisors serve as financial confidantes, and experience advising global clients. • A...
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Wealth Management Analyst
6 days ago
San Antonio, Texas, United States Sendero Wealth Management Full timePosition Overview:We are in search of a dedicated financial professional with a profound understanding of market dynamics to join our team as a Senior Financial Analyst. This role is pivotal in assisting our wealth management clients in safeguarding, preserving, and responsibly enhancing their financial assets.Key Responsibilities:Develop and maintain...
Senior Wealth Advisor
2 months ago
The Weaver Experience
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
* Alternative investment experience 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.
Employee Referral Program Eligible
We appreciate you exploring a career with Weaver Interested applicants should apply directly to the job posting. At this time, we are not accepting resume submissions by third party staffing agencies for this role.
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