Wealth Advisor - Houston
Granite Harbor Advisors, Houston, TX, United States
As a Wealth Advisor, you have the opportunity to create a significant impact on your clients' lives. Your top priority is cultivating new client relationships and developing strong connections with Centers of Influence while delivering a platinum-level experience to your existing clients. As a Wealth Advisor, you are responsible for developing new relationships, providing overall plan vision to clients, and long-term relationship management. With your skills and expertise, you can assist your clients in achieving their financial goals and help build a brighter future for them.
Responsibilities
Actively pursue new client and COI relationships through networking, referrals, and community involvement.
Develop and maintain strong relationships with clients through regular communication, helping to ensure their financial goals are met and exceeded.
Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.
Provide advice on a wide range of financial products and services, including but not limited to life insurance, annuities, retirement plans, and tax planning strategies.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
Collaborate with Wealth Managers and other team members to execute the Firm’s team-based approach to the client experience.
As a subject matter expert, accurately and effectively communicate complex strategies to clients, professionals, and team members.
Provides mentorship and development opportunities for other interested team members, as appropriate.
Complies with the Firm’s written supervisory procedures, and state and federal regulations.
Requirements
Impeccable communication and people skills.
5-10 years of experience in the financial services industry
Series 63/65 or Equivalent
Professional designations including CFP® , CFA, MBA, or similar
Experience with the EOS® Model, Process, and Toolbox (preferred)
Familiarity with SEC Compliance requirements
Background and understanding of terminology associated with Insurance, highly preferred
Experience working with Salesforce, Orion, and eMoney or similar platforms
Proficient in Microsoft Office 365
Continued business education, workshops, and seminars
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Responsibilities
Actively pursue new client and COI relationships through networking, referrals, and community involvement.
Develop and maintain strong relationships with clients through regular communication, helping to ensure their financial goals are met and exceeded.
Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.
Provide advice on a wide range of financial products and services, including but not limited to life insurance, annuities, retirement plans, and tax planning strategies.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
Collaborate with Wealth Managers and other team members to execute the Firm’s team-based approach to the client experience.
As a subject matter expert, accurately and effectively communicate complex strategies to clients, professionals, and team members.
Provides mentorship and development opportunities for other interested team members, as appropriate.
Complies with the Firm’s written supervisory procedures, and state and federal regulations.
Requirements
Impeccable communication and people skills.
5-10 years of experience in the financial services industry
Series 63/65 or Equivalent
Professional designations including CFP® , CFA, MBA, or similar
Experience with the EOS® Model, Process, and Toolbox (preferred)
Familiarity with SEC Compliance requirements
Background and understanding of terminology associated with Insurance, highly preferred
Experience working with Salesforce, Orion, and eMoney or similar platforms
Proficient in Microsoft Office 365
Continued business education, workshops, and seminars
#J-18808-Ljbffr