Financial Advisor

OneDigital • Houston, TX

18d

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: The Financial Advisor drives business results by developing and maintaining client relationships, understanding client needs and delivering an exceptional client experience. The IA will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. In addition, the IA will support business development efforts including events, campaigns, prospect meetings, and proposals.

Requirements

• Strong analytical, communication and interpersonal skills
• Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Self-motivated with a commitment to excellence and a high level of integrity
• Bachelor’s Degree required

Nice To Haves

• MBA, JD, or other advanced degree preferred
• Experience working with high-net-worth individuals and families

Responsibilities

• Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
• Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advise clients on all aspects of wealth management including: asset allocation, Financial management and wealth planning
• Serve as a resource for clients with complex wealth management needs and financial planning solutions
• Exhibit technical knowledge and competency in Financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees.
• Explain the value proposition of wealth management services to retirement plan participants.
• Qualify potential business leads.
• Close qualified business.
• Develop leads through working with existing plan clients, educational efforts, networking and client referrals.
• Convert leads to wealth management clients.
• Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.
• Work closely with the Portfolio Management Team to understand the Financial philosophy and ensure that clients are provided with the best Financial solutions.
• Meet with clients regularly to ensure Financials align with their goals, risk tolerance and personal situation.
• Work in conjunction with the service team on day to day service including Financial review meetings and financial planning.
• Support business development efforts of the Vice President which may include events, campaigns, prospect meetings and proposals
• Assist the retirement plan group with putting together Financial scorecard meeting materials and other due diligence efforts

Benefits

• eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees