Financial & Wealth Strategists

4 days ago

Houston, Texas, United States CCG Business Solutions, LLC Full time
Job Opportunity

CCG Business Solutions, LLC is a business consulting and talent placement company. We provide business solutions and talent management services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Strategist.

Job Summary

We are seeking a highly motivated and experienced Financial Advisor to join our team. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients. The Financial Advisor will work closely with our clients to understand their financial goals and develop customized strategies to achieve them.

Key Responsibilities
  • Provide financial planning and investment management services to clients, including portfolio analysis, asset allocation, and retirement planning.
  • Develop and implement investment strategies based on clients' risk tolerance, investment objectives, and financial situation.
  • Conduct financial analysis, including tax planning, estate planning, and wills and trusts.
  • Prepare and review financial reports, including account statements, financial statements, and tax returns.
  • Identify and recommend financial products and services to clients, including securities, mutual funds, insurance products, and other investment vehicles.
  • Build and maintain relationships with clients to ensure their ongoing financial well-being and satisfaction.
  • Stay up-to-date on market trends, regulatory changes, and industry developments to maintain expertise in financial services.
Why Work with Our Client
  • Support Structure: Our client provides a robust support system to reduce operational challenges, allowing advisors to better serve their clients with less stress.
  • Growth Potential: With the proper support, advisors can significantly grow their client portfolios and, consequently, the valuation of their business. Our client offers structures that facilitate rapid growth through acquisitions, allowing advisors to scale to an enterprise level and share in the increased value of their business.
  • Succession Planning: Advisors seeking a clear exit strategy will find a well-structured succession plan, ensuring a smooth transition and maximizing the value of their business.
  • Comprehensive Benefits: Depending on the advisor's goals, available options may include base salary, benefits, office facilities, support staff, compliance expertise, and more.

This is not a completely remote opportunity. We are seeking candidates in any major city.

Qualifications
  • Client Portfolio: Must manage a minimum book of business of $30-40 million.
  • Professional Standing: Should not have been recently terminated from another advisor role and must be free from any non-compete or non-solicit agreements.
  • Geographic Location: Located in North America.
  • Professional Status: May be an independent advisor looking for a stronger support structure or a better growth platform.
  • Succession Planning: May be seeking a team or firm that offers an exit strategy or succession plan.
  • Growth-Oriented: Could be part of a small group of advisors looking for enhanced marketing and operational support to drive more rapid growth.

All your information will be kept confidential according to EEO guidelines.

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