Private Wealth Manager

Are you a seasoned Financial Advisor seeking to elevate your career? Our client, a prestigious firm headquartered in Austin, TX, is expanding its team of Private Wealth Managers. With over $100 billion in assets under management and 30 years of experience, this firm provides a strong platform for growth and success.

Why Join this Firm?

🔹 $10 billion in AUM = Stability & Credibility

🔹 30 Years of Exceptional Client Service

🔹 Strong Transition Support from Day One

🔹 Entrepreneurial Culture with Collaborative Teams

🔹 High-Net-Worth & Ultra-HNW Client Base

🔹Own your book of business from day 1

🔹1099 affiliation

🔹Marketing and lead generation support

Ideal Candidate Profile: The ideal candidate will bring 5 years of Wealth Management experience, demonstrating a deep understanding of:

🔹Investment policy planning

🔹Strategic asset allocation

🔹Portfolio implementation and management

🔹4 years of experience working with High-Net-Worth Clients

Transitional Bonus - Paid on Production:

Our client offers a competitive transitional bonus based on production to support your move and reward your success. This is a unique opportunity to seamlessly transition your book of business while maximizing your earning potential.

Responsibilities:

🔹Provide bespoke, comprehensive investment strategies and services to clients.

🔹Exhibit a proven record of client retention and the capability to expand a book of business.

🔹Prepare and deliver compelling presentations and proposals to prospective clients.

🔹Increase brand visibility and market services strategically.

🔹Stay abreast of industry trends and maintain advanced financial knowledge.

🔹Leverage and expand an established network of referrals.

🔹Partner with the home office to manage and optimize clients’ financial portfolios.

🔹Oversee portfolio management and ensure exceptional client retention.

🔹Fulfill all Continuing Education requirements.

Qualifications:

🔹Bachelor’s degree with a minimum of 4 years of experience in wealth management

🔹Proven ability to work independently and as part of a team to achieve shared goals.

🔹Proficiency in computer applications: Outlook, Excel, Word, and PowerPoint.

🔹Clean U4.

🔹Must hold FINRA Series 7, 66, and or 63

🔹Certified Financial Planner (CFP) designation is preferred but not mandatory.

🔹Experience managing a client portfolio with $25MM in Portable AUM.

🔹Must have a Trailing 12 over $350K

Current Opportunities Available In:

• NYC
• Red Bank, NJ
• Raleigh-Durham, NC
• Tampa, FL
• Boston, MA
• Miami, FL
• Tampa, FL
• Dallas, TX
• Atlanta, GA

Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.