Financial Advisor

Location:

Houston, TX. Salary: $80,000.00-$.

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and insurance.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Ensure that proposed solutions fulfill client’s needs and objectives in the short, medium and long term through a holistic goals-based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
• Frequent travel to regions to engage with clients and prospects, and ensure that all feedback forms are completed.

• Six plus years of work experience in Private Banking or Financial Services developing business with ultra-high net worth and/or high net worth individuals and families in the Latin American Market.
• Bachelor’s Degree required; MBA, or CFP preferred.
• Series 65 or its equivalent (i.e. CFA) - MANDATORY!
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Focuses on the client experience and works tirelessly on the client’s behalf.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• Spanish fluency required.

Mid-Senior level

Full-time

Consulting

Investment Advice and Banking

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Disability insurance