Sr. Wealth Advisor

We are searching for a Sr. Wealth Advisor to join a wealth management firm in Houston, TX.

RESPONSIBILITIES -

• Produce new business to achieve annual growth objectives, including managing the sales process for complex, high-potential transactions to develop new business.
• Cultivate deep, professional relationships with high-net-worth clients
• Identify community opportunities and lead informational and educational seminars
• Conduct complex financial presentations to current, new, and prospective clients
• Perform ongoing account reviews, request re-balancing to targets, and review required account documentation
• Facilitate financial planning discussions and deliver goals-based planning output to clients
• Maintain competency with CRM systems and properly manage all records

QUALIFICATIONS -

• Bachelor's degree in business, finance, or similar field
• JD, CFP, or CFA certification is preferred
• 10+ years of experience in financial services, including publicly traded markets, and demonstrated sales success. Significant experience working within a trust department is preferred
• Unquestionable integrity, credibility, and character
• Proven track record in generating leads, prospecting, and closing new business
• Superior communication, presentation, time-management, and organizational skills
• Strong community presence with an established network of personal and business contacts