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Wealth Advisor

Plano, TX 75075

Employment Type: Direct Hire Job Number: 8687

Job Description


Senior Wealth Advisor

 

Position Overview

Wheeler Staffing Partners is seeking experienced Senior Wealth Advisors to join our client’s team.

The Senior Wealth Advisor will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy aligning with each client’s goals and values. The successful candidate will be an experienced planner, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

 

Responsibilities
  • Cultivate and retain client relationships by inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Commit to advanced continuing education and team development at all levels.
  • Train and mentor associates across the wealth advisory team.

 

Qualifications
  • Bachelor's degree required.
  • 10+ years’ experience working in financial planning, accounting, legal, or other relevant organizations.
  • Series 65, CFP, or CFA required.

 

Skills and Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
  • Depth of experience working with high-net-worth or ultra-high-net-worth clients.
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro).
  • Highly effective interpersonal, relationship management, and communication skills.
  • Demonstrated talent development experience, as well as training and mentoring new staff.
  • Excellent organizational and time management skills in a high-energy environment to manage multiple priorities.
  • Strong attention to detail.

 

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

Meet Your Recruiter

Rebecca Elaine

 

 

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About Plano, TX

Looking for exciting job opportunities in the Plano, Texas area? Discover your next career move in this vibrant city nestled in the heart of the Lone Star State. Plano offers a perfect blend of urban conveniences and natural beauty, with a booming economy and a welcoming community. With renowned companies calling Plano home, including Toyota and Liberty Mutual, endless growth opportunities await. Explore the thriving arts scene at the ArtCentre of Plano, catch a live performance at the Courtyard Theater, or indulge in the unique flavors of Tex-Mex cuisine at local eateries. With easy access to parks like Arbor Hills Nature Preserve and exciting attractions like Legacy West, Plano gives you a perfect work-life balance. Join us in Plano and unlock a world of possibilities for your career!