Senior Wealth Manager, TRPG

About the role

TRPG, a subsidiary of Cetera Financial, seeks a Senior Wealth Manager to join our dynamic team in Houston (Cypress), TX. This role requires at least 5 years of industry experience, preferably in financial services, with a focus on planning-based advising. A FINRA Series 65 License or CFP designation is preferred.

Responsibilities

• Source and acquire new clients using TRPG-generated leads, referrals, and outbound calls
• Use the Wealth Accelerator Process to educate and convert leads into clients
• Follow up with prospective clients to maximize relationships and create referrals
• Work with clients to understand their goals, concerns, and financial information
• Create and maintain comprehensive financial plans for clients
• Maximize client relationships and keep SalesForce updated
• Research industry guidelines and stay informed about current events and market trends
• Comply with relevant policies and procedures

Requirements

• At least 5 years of Financial Services industry experience
• At least 3 years of experience as a planning-based Advisor
• FINRA Series 65 License or 7 and 66 CFP designation preferred
• Proficient in MS Office Suite and CRMs

Qualifications

• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Proven ability to manage multiple clients and projects simultaneously
• Knowledge of wealth management principles and practices

Skills

• Exceptional client relationship management
• Strategic thinking and problem-solving skills
• Effective negotiation and sales techniques
• Financial analysis and planning expertise

Benefits

The compensation range for this role is $115,000 annually, plus a competitive incentive compensation package. Benefits include:

• Inclusive health, dental, vision, and life insurance plans
• Mental health benefits
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off (VTO)
• 401(k) Savings plan with a generous company contribution (up to 5%)
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more

Pay

The base annual salary for this role is $115,000, plus a competitive incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.

Schedule

This role is full-time and offers a flexible schedule to accommodate the needs of both the employee and the client.