Investment Advisory Professional

6 days ago

Midland, Texas, United States Weaver Full time
About Weaver

Weaver is a leading national accounting, advisory, and consulting firm that offers a wide range of services to professionals in various fields. Our firm is expanding into wealth management services, providing comprehensive wealth plans and investment management to high net worth and ultra-high net worth clients.

Job Summary

We are seeking a talented Wealth Advisor to join our growing Capital Advisory team. As a Wealth Advisor, you will work directly with clients to develop, maintain, and expand relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities.

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, providing ongoing planning, education, coaching, and implementing solutions to meet their goals.
  • Build and manage an effective and efficient sales pipeline, focusing on professional development, training, and additional certification.
  • Help build a positive culture of accountability and integrity, maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline.
Requirements
  • Bachelor's degree in Business, Finance, Economics, or a 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 a 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 health benefits, 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.

About Our Culture

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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