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Corient Private Wealth LLC.
Houston, TX, United States
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expe
Job Source: Corient Private Wealth LLC.RWA Wealth Partners LLC
Houston
Job Description Job Description Organization RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanc
Job Source: RWA Wealth Partners LLCThe Judson Group
Houston, TX, United States
Reference Number: MH7356 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for approximately 130 of the firm’s clients as well as managing the day-
Job Source: The Judson GroupRWA Wealth Partners LLC
Houston, TX, United States
Job Description Job Description Organization RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanc
Job Source: RWA Wealth Partners LLCRecruiting Industry Specific Experts, LLC
Houston, TX, United States
A Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the cre
Job Source: Recruiting Industry Specific Experts, LLCSunflower Bank NA
Houston
Job Description Job Description Description: Sunflower Bank, N.A . is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thought
Job Source: Sunflower Bank NARWR Enterprises Inc.
Houston, TX, United States
Wealth Management Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senio
Job Source: RWR Enterprises Inc.Equitable Advisors
Houston, TX, United States
A culture of growth with a firm that supports You’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself. We’re here to help you grow your b
Job Source: Equitable AdvisorsHouston, TX, United States
Job Summary:
The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.
Responsibilities:
Develop strategies with Senior Wealth Advisors and Regional Directors for local and out of town events.
Oversee the coordination of Analysts on all prospect analyses and presentation preparations.
Qualify leads received from lead generators and other sources, follow-up on activity, client profiling, and set up meetings.
Travel as needed to conferences and client meetings as needed.
Working with tax and estate planning professionals in the process of supporting the business development process.
Will be responsible for using proprietary and licensed software and databases to capture activity and progress of sales opportunities for the territory.
Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis.
Other responsibilities as assigned.
Qualifications:
MBA required; CFA preferred.
Ideally two to four years of prior experience in Financial Services, with some exposure to Private Wealth Management, Investment Management, Investment Banking, or related field.
Series 7 and 66 needed.
Exceptional verbal and written communication skills.
Excellent attention to detail.
Candidate must be goal-oriented, proactive, and a motivated self-starter.
Organizational skills and ability to manage multiple tasks.
Proficiency in MS Word, Excel, PowerPoint and CRM technology.
Ability to thrive in a fast paced team environment.
Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
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Associate Wealth Advisor (Hybrid) jobs in Houston, TX, United States
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