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Senior Wealth Management Consultant

2 months ago

Dallas, Texas, United States Sunflower Financial Inc. Full time

Company Overview:
Sunflower Financial Inc. is seeking a dynamic and driven individual to join our expanding Wealth Management division.

Position Summary:
The Wealth Management Advisor will play a crucial role in delivering personalized wealth planning and investment management solutions to affluent clients, including individuals, families, businesses, and charitable organizations.

Key Responsibilities:
1. Develop tailored financial strategies that align with client objectives and financial situations.
2. Identify and engage new high-net-worth clients through proactive networking and relationship building.
3. Provide exceptional client service and insightful recommendations to enhance existing relationships.
4. Execute a comprehensive sales and market development strategy that leverages referrals and partnerships.
5. Simplify complex financial concepts for clients, ensuring clarity and understanding.
6. Conduct regular client meetings to review financial plans, assess investment performance, and discuss market trends.

Compliance and Ethics:
Maintain adherence to industry regulations and internal policies, ensuring the integrity of client relationships and the organization.

Qualifications:
- A minimum of 7 years of experience in trust and investment sales to high-net-worth clients.
- Bachelor's Degree in Finance, Business, or a related field.
- Certified Financial Planner (CFP) designation is highly desirable.
- Proficiency in financial planning software such as MoneyguidePro.
- Strong sales acumen and the ability to identify and capitalize on business opportunities.
- High emotional intelligence and interpersonal skills.

Benefits:
Sunflower Financial Inc. offers a comprehensive benefits package, including:
- 401(k) Plan with a generous match
- Health, Dental, and Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off and Holidays
- Volunteer Leave and additional employee perks.

If you are passionate about wealth management and committed to delivering exceptional client service, we encourage you to explore this opportunity with Sunflower Financial Inc.