Overview :
As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives.
Responsibilities :
Our Financial Advisor in The Woodlands, TX will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will :
Facilitate Business Development
- Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners
- Participate in the design and execution of key marketing initiatives, facilitating client involvement
- Represent the organization externally by attending and / or presenting at client and alliance events
Provide a Superior Client Experience
Manage the relationship and client experience from the beginning of engagement throughout the initial planning processWork with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clientsMaintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectationsOwn the organizations value proposition and its matriculation through the client experienceLead the Best Advisory Process
Serve as an integral member of the organizations financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team membersProvide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clientsCoordinate client service needs with internal and external team membersMemorialize client meetings and providing support to the overall client experienceGain an understanding of the investment strategy of the organizationDirect and monitor workflows required to provide an exceptional client experienceStay current on products, services and regulations that could impact our clientsQualifications :
Bachelors degree, preferably with a concentration in Business, Economics or Financial Planning8 years of experience with advanced planningCFP designation is requiredStrong entrepreneurial spirit with a high level of persistenceFoundational knowledge of key financial, investment and risk management conceptsA passion to help clients achieve their goalsDemonstrated analytical and problem-solving skillsStrong attention to detail, and exceptional follow throughOutstanding communication and relationship building skillsExcellent project management skills with ability to prioritize and track multiple tasksEmpathy and great active listening skillsThe ability to think clearly, communicate succinctly, and write wellFundamental knowledge and hands on experience working with eMoneyBenefits :
Competitive compensationHealth benefitsA bonus programA 401 (k) retirement planA fun and friendly team of colleagues
