Financial Advisor Wealth Manager, Wealth Management & Client Growth
Overview
Own the client discovery and closing cycle at scale within a fast growing wealth management practice. You will meet with high-value clients, complete the new client process, and guide them from current financial challenges to long term retirement success. You will work with a team focused on delivering proven financial planning strategies and driving client outcomes. This role rewards top producers who bring energy, integrity, and a client-centric approach.
What You'll Do10
- 1Build client relationships and lead conversations to uncover needs and opportunities
- 2Close new client engagements through the full onboarding and planning process
- 3Drive client acquisition through marketing campaigns and high-quality meetings
- 4Deliver financial and retirement planning strategies that align with client goals
- 5Maintain accuracy and compliance in client records and documentation
- 6Collaborate with the team to scale client growth and service quality
- 7Track progress toward closing targets and contribute to revenue goals
- 8Educate clients on investment and risk management options
- 9Report outcomes and adjust plans to meet client milestones
- 10Mentor junior advisors on process and best practices
Requirements10
- 1Series 65 or 66 license is a must
- 2Experience meeting with clients and completing the new client process
- 3Proven closing results in a wealth management or financial advisory role
- 4Fantastic marketing campaigns produce unlimited appointments and a track record of conversions
- 5Demonstrated ability to accelerate career growth and deliver client outcomes
- 6Strong interpersonal skills and a client-centric approach
- 7HQ Plano, TX based with on-site and remote office locations
- 8Ability to work in Dallas, TX and surrounding markets
- 9Self-motivated with a drive to succeed and top-producer mentality
- 10Must be able to start and maintain compliance with firm policies
Salary Insight
$40 - $100k per year
Location
Required Skills
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