Capital Advisory Specialist

2 weeks ago

Midland, Texas, United States The Ladders Full time
The Ladders Experience

The Ladders is a comprehensive national accounting, advisory, and consulting firm that offers diverse opportunities for professionals across various sectors. We are excited to announce the expansion of our services through The Ladders Capital Advisors, LLC, aimed at assisting high net worth and ultra-high net worth clients in navigating the complexities of family wealth by creating thorough wealth strategies and investment management solutions. Our clientele includes C-Suite executives, family-owned enterprises, entrepreneurs, institutions, and individuals seeking a wide array of wealth management services.

At The Ladders Capital Advisors, we prioritize care and understanding, valuing relationships above all. Our mission is to exceed client expectations consistently. We uphold our commitments, remain true to our values, and actively listen to our clients' goals and dreams. Our approach is centered on putting others first, reflecting our passion for our work and our unwavering dedication to earning our clients' trust for a lifetime.

While our operations are grounded in numerical data, our true success is attributed to our people. We are committed to supporting our team not only in their professional development but also in achieving a balanced and integrated lifestyle. Our core values are designed to empower our employees to provide exceptional service and to be their best selves. We aim to harmonize high development with high performance to fulfill the long-term objectives of each individual, team, and our firm.

Position Overview

The Ladders Capital Advisors, LLC is in search of skilled professionals to join our expanding Capital Advisory team. Our focus is on delivering tailored financial solutions that instill confidence and nurturing relationships founded on trust. As an RIA, our offerings encompass wealth management and wealth planning.

The Wealth Management Consultant will engage directly with clients, tasked with developing, maintaining, and enhancing relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. This role will emphasize acquiring and managing relationships, providing ongoing planning, education, coaching, and implementing solutions to achieve clients' objectives. Building client retention and expanding relationships will be key responsibilities. Additionally, the consultant will identify and cultivate business opportunities through existing clients, referrals, and networking. Close collaboration with senior leadership will be essential for effective plan execution.

Key Responsibilities:
  • Formulating and executing effective business development strategies across all markets to generate significant new assets for the firm.
  • Acting as a primary contact for wealth management clients.
  • Building and managing a streamlined and effective sales pipeline.
  • Focusing on professional growth, training, and acquiring additional certifications while enhancing sales and marketing skills.
  • Contributing to a positive culture of accountability and integrity.
  • Maintaining meaningful relationships with Centers of Influence (COI) to develop effective sales channels and sustain a robust sales pipeline.
Qualifications and Skills:
  • Bachelor's degree in Business, Finance, Economics, or a related field.
  • Master's degree in Business Administration is preferred.
  • Series 65 certification is required.
  • Texas General Insurance license is preferred.
  • Certifications such as CFP, CFA, CAIA, and/or CPWA are preferred.
  • 5-7 years of relevant wealth management experience.
  • Experience with high-net-worth clients is strongly preferred.
  • Alternative investment experience is preferred.
  • Demonstrated sales success and strong business acumen.
  • Exceptional relationship management skills.
  • Proven ability to thrive in a team-oriented environment.
  • Exhibits independent thinking and strong decision-making capabilities.
  • Ability to build, develop, maintain, and transition a book of business with minimal supervision.
  • Excellent references and a proven track record of consistently achieving sales goals.
  • Outstanding interpersonal and presentation skills.
  • High emotional intelligence, integrity, and a strong work ethic.
  • Maintains a positive attitude and adaptability in a rapidly changing environment.
  • Ability to manage multiple projects simultaneously while ensuring client confidentiality.
  • Assists in the creation, delivery, and execution of complex financial plans.
Valuing Diversity

At The Ladders, we understand that diverse strengths, backgrounds, and working styles enrich our team. We foster a safe and inclusive workplace that celebrates each individual's unique contributions through visibility, progression, advocacy, and support. We are proud to be an equal opportunity employer.

Employee Referral Program Eligible

We appreciate your interest in a career with The Ladders. Interested candidates should apply directly to the job posting.

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