Associate/Service Wealth Advisor SilverStar Wealth Management

Job Description

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Requirements

Essential Duties and Responsibilities

Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning

Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews

Manage data in financial planning software—Emoney

Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation

Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply

Deepen client relationships and establish credibility and rapport both in person and via phone

Clearly articulate complex concepts to customers in a simple and easy-to-understand manner

Proactively communicating with clients and following up on all contacts assigned

Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives

Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects

Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Other duties as assigned

Knowledge, Skills, and/or Abilities

Strong understanding of the financial services industry and diverse investment products

Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential

Excellent communication skills, both verbally and in writing

Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

Bachelor’s degree in finance, accounting or a related field preferred

The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts

Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 63 preferred

Series 65/66 preferred

Texas Insurance License preferred

Compensation

Compensation is commensurate with experience and qualifications

Potential for attractive quarterly bonuses

Matching 401(k) plan with the potential for profit-sharing contributions

Health, life, and disability insurance available

Full-time