Associate/Service Wealth Advisor Silverstar Wealth Management

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