Wealth Management Specialist

4 weeks ago


Midland, Texas, United States Weaver Full time
Weaver Capital Advisors: A Premier Wealth Management Firm

Weaver Capital Advisors, LLC is a leading national accounting, advisory, and consulting firm dedicated to delivering personalized financial solutions to high net worth and ultra-high net worth individuals, families, trusts, and family entities.

Job Summary

The Wealth Advisor will work directly with clients to develop, maintain, and expand relationships, focusing on acquiring and managing relationships, ongoing planning, education, coaching, and implementing solutions to meet their goals.

Key Responsibilities
  • Develop and execute successful business development strategies to generate new assets for the firm
  • Serve as a point of contact for wealth management clients
  • Build and manage an effective and efficient sales pipeline
  • Foster relationships with clients to build retention and expand client relationships
  • Identify and develop business opportunities through existing clients, referrals, and networking
  • Support senior leadership and work closely with leadership to execute plans effectively
Requirements
  • Bachelor's degree in Business, Finance, Economics, or related field
  • Series 65 required
  • 5-7 years of related wealth management experience
  • Proven sales success and strong business acumen
  • Strong relationship management skills
  • Proven ability to work in a team environment
  • 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 presentation skills
  • High emotional intelligence, outstanding integrity, and exceptional work ethic
  • Maintain a positive attitude and willingness to adapt to a rapidly changing environment
  • Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters
  • Assist in the creation, delivery, and execution of complex financial plans
Preferred Qualifications
  • Master's degree in Business Administration
  • Texas General Insurance license
  • CFP, CFA, CAIA, and/or CPWA
  • Experience working with high-net-worth clients
  • Alternative investment experience
Weaver Benefits

Weaver offers a comprehensive benefits package, including competitive paid time off, 11 holidays, and 4 scheduled recharge days. We also provide in-house CPE and learning opportunities through our internal Learning & Development department.

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.



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