What are the responsibilities and job description for the Senior Wealth Manager, TRPG position at Candidate Experience site?
At TRPG, a subsidiary of Cetera Financial, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.
TRPG is currently seeking to add a Senior Wealth Manager position to our team located in Houston, TX. A Senior Wealth Manager will have a minimum of 5 years’ industry experience establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.
What you will do:
• Source and acquire new clients to build business
• Use TRPG generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
• Follow up with prospective clients, maximize relationships, create referrals and referral partnership
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
• Develop and maintain a base of clients who value your input and guidance
• Work with clients to keep their financial plans current and aligned with their goals
• Maximize relationships, create referrals and keep SalesForce updated
• Research industry guidelines. Stay up to date with current events and market trends
• Comply with current policies and procedures for financial, investment, tax and insurance industry
What you will have:
• 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 is preferred
• Proficient in MS Office Suite and CRMs
Compensation Range:
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. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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Salary : $115,000