Senior Wealth Manager, TRPG
About The Position
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.
Requirements
- 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
- Proficient in MS Office Suite and CRMs
Nice To Haves
- CFP designation is preferred
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
