Wealth Strategist

1 week ago

San Antonio, Texas, United States Victory Capitel Full time
Job Title: Wealth Specialist

Victory Capital is seeking a highly skilled Wealth Specialist to join our team in San Antonio, Texas. As a Wealth Specialist, you will play a critical role in promoting our investment products and identifying opportunities to grow our business.

Key Responsibilities:
  • Manage and build relationships with potential clients across multiple areas, working to understand their investment goals and risk tolerance.
  • Open, transfer, and close customer accounts, maintaining accurate records and monitoring customer portfolios.
  • Serve as a product expert for Victory Capital investment products, with a deep understanding of investment strategies, performance, and risk characteristics.
  • Determine which financial products best meet the customer's needs and financial circumstances, recommending and preparing proposals to meet clients' goals.
  • Develop and discuss client-appropriate financial plans, proactively following up with clients and prospective clients to provide sales strategies and ideas.
  • Monitor markets and economies, evaluating how changes may affect clients and discussing market environments, challenges, and opportunities for investors.
  • Collaborate with internal investment teams to develop sales strategies, marketing materials, and client communications, adhering to federal, state, and local laws and regulations, as well as company policies.
  • Develop and maintain positive relationships with clients and the community, conducting presentations and educational outreach efforts to inform the public of financial services and attract new clients and leads.
  • Initiate sales telephone calls to clients, providing sales ideas, answering questions about Victory products, and explaining performance data to clients.
Requirements:
  • B.S. or B.A. in a related field or equivalent combination of education, experience, and training.
  • Five-seven years of experience in the mutual fund/financial services industry or equivalent combination of education, experience, and training.
  • Series 6, 7, and 63 licenses required (or to be obtained within 90 days of hire).
  • Previous investment or brokerage sales experience, excellent verbal communication skills, and ability to explain complex financial principles.
  • Experience meeting sales goals, knowledge of financial planning concepts for high-net-worth clients, and knowledge of financial products and services.
  • A thorough understanding of financial services and how markets and economies affect those services, excellent sales and service skills, and a focus on client satisfaction.
Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement, and a 401k plan with a generous employer match.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

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