Senior Investment Advisor

1 week ago


Boerne, Texas, United States Jefferson National Full time
Job Title: Senior Investment Advisor

At Jefferson National, we are seeking a highly skilled and experienced Senior Investment Advisor to lead our business development efforts in the Hill Country market.

Key Responsibilities:
  • Develop and execute a successful marketing plan to drive business growth and client acquisition in the Hill Country.
  • Provide expert investment advice and services to clients, working closely with the San Antonio and Austin teams to deliver tailored solutions.
  • Support alternative investment initiatives and maintain existing client relationships through exceptional service and communication.
  • Collaborate with the Investment Team to identify new business opportunities and develop strategic partnerships.
  • Stay up-to-date with industry trends and best practices, continuously expanding your knowledge and expertise in wealth management and financial planning.
Requirements:
  • 15 years of experience as an Investment Advisor, with a proven track record of business development and investment management.
  • Alternative investment experience and knowledge preferred.
  • Demonstrated expertise in wealth management and financial planning, with a strong understanding of high-net-worth individuals and families.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and external partners.
  • Series 65 license or equivalent, with the ability to obtain within 90 days of employment.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive compensation package, including a base salary and performance-based bonuses.
  • A comprehensive benefits program, including health insurance, retirement savings, and paid time off.
  • The chance to work with a talented and experienced team, dedicated to delivering exceptional results and exceeding client expectations.


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