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Posted: Friday, December 15, 2017 12:08 AM


Job description:
job details

Job Number: 1211021
listing title: Private Investment Advisor
Employment Type: Full-time
Job location: Houston, TX
Post Date: Nov 6 2017
income: $130K-$140K
Detailed Listing description
Base income plus variable compensation = $130k - $140k first year earnings

This international leading provider of Investment Management and Brokerage services seeks an exceptional individual to join their Private Wealth Relationship Management team. In this senior level function, you will be responsible for managing existing relationships within the firm's high net worth/affluent client practice.You will follow a consultative dialogue approach to better understand each clients goals, needs, objectives, investment preferences and desired level of involvement for investing / managing their portfolio. To be prosperous in this function you must be able to leverage planning and analytical tools to present high value solutions across a wide spectrum of client needs and preferences

Specific Job responsibilities:
-Develop existing client relationships in order to increase and retain total assets and revenues
through identifying value added products, services and solutions.
-Identify and consolidate client assets held outside of the firm and develop additional business through client referrals
-Deliver high-value and a personalized client practice by creating consciousness of needs and matching them with significant services,
-Leverage local branch investor services team to assist client's knowledge of specific products and services
-Provide clients with a stronger bias for guidance with more frequent portfolio consultations, goal planning recommendations and introduction to specialized earnings teams dealing with annuities and fixed earnings solutions
-Achieve designated individual and branch business goals
-Strictly adhere to compliance / risk procedures
-Continually build a book of business and market share by acquiring new clients, community outreach, and referrals

Specific Requirements:
-College degree highly preferred
-CFP, CRPC, etc designation strongly preferred
-8 to 10 years of demonstrated advisory practice providing complex financial planning services to the high net worth/affluent client community
-Series 7 + 63/66 and Insurance licenses required
-Deep industry knowledge of managed money solutions and financial planning concepts
-practice with Salesforce and Money Guide Pro
-Solid coaching and management practice preferred
-Excellent communication and presentation expertise
-Clean compliance record

This exciting ground floor opportunity will not last long so send your resume today!
Required expertise:


• Location: Houston

• Post ID: 69168787 southeasttexas is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018