Private Wealth Advisor
: Job Details :

Our client, a national leader in the broker dealer space, seeking Private Wealth Advisors to join their branches throughout the Houston and Greater Houston area.

In this role, you will be building a career for yourself and forging relationships with clients to help them navigate the retirement planning process by implementing planning strategies with complex solutions. No longer spending countless days and evenings cold calling and sourcing new clients, you work to deepen relationships with established clients and uncover additional opportunity while offer solutions to complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction and offers a variety of additional benefits.

Please note this role can have some hybrid options depending on the branch location. BUT all candidates in order to be considered need to live in the Houston or Greater Houston areas or willing to relocate to these areas.

The Skills You Need:

• As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients.
• Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.
• Ability to collaborate with teammates to build tailored investment strategies for clients while engaging in positive, client-centered discussions.
• Strong EQ
• Team player with the ability to collaborate with multiple business partners.
• Strong sense of integrity, insights, and interpersonal skills.
• Strong planning and dedication to delivering exceptional customer experiences, helping clients navigate the complexities of the financial landscape and achieve their long-term objectives.

Required Licensing and Experience

• FINRA Series 7 & 66 or (series 65/63)
• Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable).
• A CFP is not required, if you dont already have your CFP, the clients Tuition Reimbursement program can help you with classes to obtain.

Certifications:

Series 07 FINRA, Series 63 FINRA, Series 65 FINRA, Series 66 FINRA

MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.