Job Description
Job Title: Sr. Wealth Advisor
Compensation: $240,000 per year (1-year draw)
Location: DFW, Texas
Department: Private Wealth Sales
Reports To: Vice President Private Wealth Sales Management
Job Type: Full-Time
Job purpose:As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%.
Duties and responsibilities:- Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs
- Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
- Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates' offices and at various regional events.
- Engage and communicate prospective client needs to the firm's wealth advisory and partner firms
- Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
- Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
- Commitment to advanced continuing education and team development at all levels
- Train and mentor associates across the wealth advisory team
- Leverage community relations and development centers of influence to generate leads and facilitate introductions
Work experience:- 7+ years' experience in the financial services industry
Education/Licensing:- Bachelor's degree in business or other related field from an accredited college or university.
- Series 65, or CFP required
Knowledge and Skills:- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Depth of experience working with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
- Highly effective interpersonal, relationship management, and communication skills
- Proven success selling business to new and existing clients
- Demonstrated knowledge and facilitation of sales cycle/process
- Problem-solving, negotiation and persuasive skills
- Effective written communication skills with ability to adapt to different audiences
- Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
- Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts
Featured Benefits: - $240,000 per year (1-year draw)
- Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
- Unlimited PTO
- Hybrid schedule
Travel: Local travel to clients
Department Sales
Required Experience: 7-10 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
