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 $10 billion in assets under management and a legacy spanning 30 years , this firm offers an unparalleled 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:
Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.
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