What are the responsibilities and job description for the Senior Wealth Manager, TRPG position at Cetera Financial Group?
Job Description
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
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.
About Us
What we give you in return:
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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
- 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
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.
About Us
What we give you in return:
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Salary : $115,000