Financial Advisor
Are you a seasoned Financial Advisor seeking to elevate your career? Our client, a prestigious firm headquartered in Austin, TX, is expanding its team of Private Wealth Managers. With over $100 billion in assets under management and 30 years of experience, this firm provides a strong platform for growth and success. Why Join this Firm? 🔹 $10 billion+ in AUM = Stability & Credibility 🔹 30+ Years of Exceptional Client Service 🔹 Strong Transition Support from Day One 🔹 Entrepreneurial Culture with Collaborative Teams 🔹 High-Net-Worth & Ultra-HNW Client Base 🔹Own your book of business from day 1 🔹1099 affiliation 🔹Marketing and lead generation support Ideal Candidate Profile: The ideal candidate will bring 5+ years of Wealth Management experience, demonstrating a deep understanding of: 🔹Investment policy planning 🔹Strategic asset allocation 🔹Portfolio implementation and management 🔹4 years of experience working with High-Net-Worth Clients Transitional Bonus - Paid on Production: Our client offers a competitive transitional bonus based on production to support your move and reward your success. This is a unique opportunity to seamlessly transition your book of business while maximizing your earning potential. Responsibilities: 🔹Provide bespoke, comprehensive investment strategies and services to clients. 🔹Exhibit a proven record of client retention and the capability to expand a book of business. 🔹Prepare and deliver compelling presentations and proposals to prospective clients. 🔹Increase brand visibility and market services strategically. 🔹Stay abreast of industry trends and maintain advanced financial knowledge. 🔹Leverage and expand an established network of referrals. 🔹Partner with the home office to manage and optimize clients’ financial portfolios. 🔹Oversee portfolio management and ensure exceptional client retention. 🔹Fulfill all Continuing Education requirements. Qualifications: 🔹Bachelor’s degree with a minimum of 4 years of experience in wealth management 🔹Proven ability to work independently and as part of a team to achieve shared goals. 🔹Proficiency in computer applications: Outlook, Excel, Word, and PowerPoint. 🔹Clean U4. 🔹Must hold FINRA Series 7, 66, and or 63 🔹Certified Financial Planner (CFP) designation is preferred but not mandatory. 🔹Experience managing a client portfolio with $25MM+ in Portable AUM. 🔹Must have a Trailing 12 over $350K Current Opportunities Available In: NYC Red Bank, NJ Raleigh-Durham, NC Tampa, FL Boston, MA Miami, FL Tampa, FL Dallas, TX Atlanta, GA Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.