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Noble Capital
Austin, TX | Full Time
$59k-88k (estimate)
2 Months Ago
RIA/ IAR Principal
Noble Capital Austin, TX
$59k-88k (estimate)
Full Time | Lending & Credit 2 Months Ago
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Noble Capital is Hiring a RIA/ IAR Principal Near Austin, TX

RIA/ IAR PRINCIPAL
Job Description
Company: Skyline Wealth Strategies – Owned by PE Firm Noble Capital Group
Division: Founders Finish | Private Equity
Position: RIA/ IAR Principal
Location: 9050 N. Capital of TX Hwy, Bldg. 3, Suite 180, Austin, TX 78759
Reports To: Managing Partner – Skyline Wealth Strategies
About Skyline Wealth – Family Office Wealth Advisory
Skyline Wealth Strategies, LLC is an Austin, Texas based Wealth Management company founded on the Promise of providing Lifestyle, Confidence, and Fulfillment to our clients through personalized Family Office Wealth Advisory. Skyline’s verticals include Wealth Management, retirement planning, tax planning, private equity, estate planning & legacy planning. Skyline serves Business Founders, Owners and Accredited High-Net Worth Investors planning and transitioning through the monetization, accumulation, preservation, and management phases of wealth management. We share the Core Values of Stewardship, Fulfillment and Legacy with our clients. Skyline’s Purpose is to Fulfill the ‘Founder’s Legacy’ of our Patriarchs and Matriarchs. We provide our clients with access to institutional grade Real Estate, Private Equity, Succession and Tax Planning. Our Founders Vision is Fulfillment for 1000 Families.
About the RIA/ IAR
As an RIA or IAR joining forces with Skyline Wealth Strategies, you have the unparalleled opportunity to bring your existing book of business into our thriving platform. Leverage our Private Equity backing, diverse range of financial services, and a forward-thinking approach to elevate your client relationships and amplify your growth potential.
About Noble Capital
Noble Capital Group, LLC, is a Texas-based Private Equity Firm and Alternative Investment Fund Manager in Private Lending, Real Estate and Private Equity. As it enters its third decade, Noble Capital manages Private Equity Portfolio Rollups across four strategies: (1) Real Estate Alternatives, (2) Family Offices, (3) Mission Critical Trades, and (4) SMB Accelerators. The Company’s unique culture was built on four Core Values: Growth, Candor, Stewardship and Expertise. Noble’s Brand Promise is to Grow-People, Grow-Capital, and Grow-Companies. Noble’s purpose is to Empower Champions to accelerate Founder’s Visions. Our Founder’s vision is 100 Champions! 
Job Duties
  • Develop and nurture strong client relationships through personalized advisory services, demonstrating a deep understanding of their financial goals, aspirations, and risk tolerance.
  • Provide tailored financial guidance to clients based on their individual profiles, ensuring their investment strategies align with their objectives.
  • Conduct thorough assessments of clients' current financial positions, investment portfolios, and risk profiles.
  • Create well-informed investment strategies, asset allocation recommendations, and portfolio adjustments to optimize returns while managing risk.
  • Collaborate with clients to create comprehensive financial plans that encompass wealth accumulation, retirement planning, tax optimization, and estate planning.
  • Continuously monitor and update financial plans to reflect changes in clients' circumstances and market conditions.
  • Formulate investment strategies that align with clients' short-term and long-term financial objectives, considering factors such as market trends, economic conditions, and risk tolerance.
  • Leverage your existing book of business and network to bring new clients into the firm.
  • Showcase an entrepreneurial spirit by actively seeking opportunities to expand the client base and contribute to the growth of Skyline Wealth Strategies.
  • Stay up to date with financial market trends, economic indicators, and regulatory changes that may impact clients' investment decisions.
  • Provide clients with insightful market analyses and strategic recommendations to capitalize on opportunities and mitigate risks.
  • Effectively communicate complex financial concepts to clients, ensuring a clear understanding of investment strategies, risk management, and potential outcomes.
  • Empower clients to make informed decisions by providing educational resources and guidance.
  • Adhere to the highest ethical standards in all client interactions, maintaining confidentiality and ensuring that clients' best interests are prioritized.
  • Stay compliant with industry regulations and requirements, ensuring all advisory activities are conducted within legal and regulatory frameworks.
  • Collaborate closely with the Skyline Wealth Strategies team, sharing insights, best practices, and contributing to a collaborative and high-performing work environment.
Background & Qualifications
  • Possess active Series 7 and Series 66 (or 63 and 65) licenses, enabling you to execute securities transactions and offer investment advisory services.
  • Demonstrate a successful career history as an Investment Advisor Representative with a verifiable track record of building and managing a diverse book of business.
  • Exhibit a genuine commitment to prioritizing clients' financial goals and aspirations, fostering trust through personalized advice and exceptional service.
  • Maintain an unwavering dedication to upholding the highest ethical and compliance standards in all client interactions and business activities.
  • Display a deep understanding of financial markets, investment strategies, asset allocation, and risk management, allowing you to deliver informed and insightful guidance to clients.
  • Showcase an entrepreneurial spirit and proactive approach to business development, showcasing your ability to drive growth, expand your client base, and seize new opportunities.
  • Stay current with industry trends, market developments, and regulatory changes, ensuring you provide clients with cutting-edge insights and strategies.
  • Possess exceptional verbal and written communication skills to articulate complex financial concepts clearly and effectively to clients.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$59k-88k (estimate)

POST DATE

03/22/2024

EXPIRATION DATE

05/21/2024

WEBSITE

noblecapital.com

HEADQUARTERS

AUSTIN, TX

SIZE

25 - 50

FOUNDED

2002

TYPE

Private

CEO

JAYDEN NEWMAN

REVENUE

$5M - $10M

INDUSTRY

Lending & Credit

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About Noble Capital

Noble Capital is a provider of asset ad investment management services for corporates.

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