Wealth Market Leader

Weaver Careers • New York, NY

10d • $100,000 - $200,000

About The Position

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values . Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com . Position Profile 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 Market Leader 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 Market Leader will focus on acquiring and 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 in order to execute plans effectively.

Requirements

• Bachelor’s degree in Business, Finance, Economics or related field
• Series 65 required
• 10+ 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 preferred
• 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

• Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.
• We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
• We also offer in-house CPE and learning opportunities through our internal Learning & Development department.
• Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
• Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

What This Job Offers

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