Senior Wealth Advisor

About the role

Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver’s Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.

Responsibilities

• Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
• Serving as the primary contact for wealth management clients
• Building and managing an effective and efficient sales pipeline
• Guiding the ongoing professional development, training, and certification of the sales and marketing teams
• Recruiting additional sales team members, as needed
• Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline
• Helping build a positive culture of accountability and integrity
• Maintaining positive attitude and willingness to adapt to a rapidly changing environment
• Handling multiple projects simultaneously while maintaining confidentiality of all client matters
• Aiding in the creation, delivery, and execution of complex financial plans

Requirements

• Bachelor’s degree in Business, Finance, Economics or related field
• Series 65 required
• Proven sales success and strong business acumen
• Strong relationship management skills
• Proven ability to manage, mentor and develop staff
• Demonstrates independent thinking and strong decision-making skills
• Ability to build, develop, maintain and transition a book of business with little supervision
• Excellent work references and proven record of consistent, successful achievement of sales goals
• Excellent interpersonal and presentations skills
• High emotional intelligence, outstanding integrity, and exceptional work ethic
• Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters
• Aid in the creation, delivery, and execution of complex financial plans

Qualifications

• Master’s degree in Business Administration
• Texas General Insurance license
• CFP, CFA, CAIA, and/or CPWA
• Experience working with high-net-worth clients
• Alternative investment experience

Benefits

Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees’ wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here – Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program includes technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

Pay

Compensation is commensurate with experience.

Schedule

Flexible schedule available.