Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2017 and currently supports over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement.
Company Values
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.
Position Overview:
We are seeking a dynamic and skilled Director of Centralized Wealth Advisory Services to join our team. CWAS is a centralized home office team of advisers that support Concurrent and their partner advisers. This role is crucial in providing financial planning to our clients and will offer the ability to receive leads from our growth programs. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, the ability to be agile and adaptive to each client's situation, and a strong understanding of technology platforms.
Duties and Responsibilities:
Provide financial planning to mass affluent & affluent clients:
- Interpret data from automated data gathering software and build financial plans from it.
- Build client relationships from initial onboarding through ongoing reviews
- Utilize our proprietary client experience to deliver concurrent dialogues as part of our planning process.
- Partner with field advisers to support their clients in the centralized planning efforts.
Enhance the client experience:
- Collaborate closely with the Associates and Vice President of the CWAS team to understand current workflows and processes as well as build best practices.
- Leverage Concurrent's financial planning technologies to produce deliverables and enhance the client experience (i.e. MoneyGuide, AssetMap, Wealth.com, Practifi, Black Diamond, Fidelity, Schwab, Box, SmartX)
Support as needed in the Corporate Solutions Program:
- Be able to immediately take on clients from our growth programs.
Support the Centralized Wealth Advisory Services department with admin/back-office responsibilities and department build out:
- Onboarding new clients, transferring assets, servicing investment and insurance accounts, schedule meetings, maintaining organized file structure for all client and team files, assisting with project management, etc.
Education and Experience:
- Preferred 7+ years of experience.
- Proven experience in client relations, financial planning or similar roles.
- Strong project management skills with a track record of successful project delivery.
- Ability to upsell products & solutions to existing client base
- If referred, ability to bring in new business
- Excellent interpersonal abilities and grit to collaborate with cross-functional teams.
- Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools.
- Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions.
- Be a team player and understand what it takes to provide value to Concurrent and their clients.
Desired Qualifications:
- Experience with MoneyGuide, Practifi or Salesforce.
- Hold series 65 and insurance license.
- CFP certification is a plus.
Location / Schedule
- Preferred primary location: Dallas; secondary location: Denver. This position requires a minimum of 3 days in office.
- Office hours are 8am-5pm Monday-Friday with the option to work from home on Fridays.
- Occasional evening/weekend hours may be requested.
Job Type
- Full-time, Exempt
- $75,000-$110,000 per year total comp, dependent on experience, with semi-annual performance and production bonus opportunities
Benefits
- 401(k) matching
- Equity participation
- Dental Insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- HSA
- Life insurance
- Paid time off
- Vision insurance