Wealth Advisor

Weaver Careers • Austin, TX

12h • Onsite

About The Position

Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver’s Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. The Wealth Advisor will focus on managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients’ goals. They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will be responsible for mentoring staff and work closely with leadership to execute plans effectively.

Requirements

• Bachelor’s degree in Business, Finance, Economics or related field
• Series 65
• 5 years of related wealth management experience
• Proven sales success and strong business acumen
• Strong relationship management skills
• Proven ability to manage, mentor and develop staff
• Demonstrates independent thinking and strong decision-making skills
• Ability to build, develop, maintain and transition a book of business with little supervision
• Excellent work references and proven record of consistent, successful achievement of sales goals
• Excellent interpersonal and presentations skills
• High emotional intelligence, outstanding integrity, and exceptional work ethic
• Maintain positive attitude and willingness to adapt to a rapidly changing environment
• Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters

Nice To Haves

• Master’s degree in Business Administration
• Texas General Insurance license
• CFP, CFA, CAIA, and/or CPWA preferred
• Experience working with high-net-worth clients strongly preferred
• Alternative investment experience

Responsibilities

• Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
• Serving as the primary contact for wealth management clients
• Building and managing an effective and efficient sales pipeline
• Guiding the ongoing professional development, training, and certification of the sales and marketing teams
• Recruiting additional sales team members, as needed
• Helping build a positive culture of accountability and integrity
• Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline
• Assist in the creation, delivery, and execution of complex financial plans

Benefits

• medical
• dental
• vision
• disability
• life insurance
• 401(k) plan
• flexible scheduled time off (STO)
• minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• in-house CPE and learning opportunities through our internal Learning & Development department

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees