GrapevineRecruiter Since 2001
the smart solution for Grapevine jobs

Associate Wealth Advisor

Company: Kestra Financial Independent Advisor
Location: Grapevine
Posted on: March 18, 2020

Job Description:

Waterworth Wealth Advisors was founded with one principle in mind - to help our clients achieve the financial goals that are most important to them through a financial advisory partnership built on integrity and trust.

We are looking for an Associate Wealth Advisor to join our team.

General Description:

  • Collaborates with the lead advisor to service and grow existing client relationships
  • Participates in activities and initiatives that improve the capabilities and market position of the firm
  • Career path to lead advisor
    Responsibilities:
    • Independently service existing clients and maintain strong relationships with clients
    • Planning, analysis, investment, and other decisions that affect the client relationship; consults with lead advisor on complex or potentially risky decisions
    • Schedule and attend client meetings with the lead advisor
    • Grow existing relationships by adding more assets under management, identifying opportunities for more services, and identifying referral chances
    • Specific advisory work may include, but is not limited to:
    • Preparing and updating financial plans, action plans, and CRM
    • Developing asset allocation strategies and investment policy statements
    • Rebalancing portfolios
    • Advising clients on appropriate financial solutions given their plan
    • Conducting new client orientations and quarterly reviews

      Requirements

      • Client first mindset
      • Excellent communication and listening skills
      • College degree
      • Credentialed (or soon to be credentialed) Financial Professional with 5 plus years of experience
      • Experience with retirement, tax, estate, insurance planning
      • Tech Savvy with command of Office Suite and financial planning software
      • Strong analytical and planning skills

        Benefits

        For many, the fast pace of daily life doesn't leave time to tackle the ongoing and complex responsibilities that accompany success and stewardship. The representatives of Waterworth Wealth Advisors provide a financial service that save our clients time, energy and expense, and most importantly, helps enable them to become more successful in the achievement of their goals.

        We are an independent firm specializing in Wealth Management and Financial Planning for affluent families, professionals, business owners and retirees - Our Clients Come First! If you are energetic, collaborative, client focused and want grow your career with a firm committed to excellence send us your resume!

Keywords: Kestra Financial Independent Advisor, Grapevine , Associate Wealth Advisor, Other , Grapevine, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Intensivist - Neuro
Description: Questcare Intensivists, a division of Envision Physician Services, is looking for Neuro Critical Care Intensivists to join our growing team at Medical City Plano, which is situated
Company: Envision Physician Services
Location: Wylie
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Rowlett
Posted on: 03/29/2020

Intensivist – Neuro
Description: Questcare Intensivists, a division of Envision Physician Services, is looking for Neuro Critical Care Intensivists to join our growing team at Medical City Plano, which is situated
Company: Envision Physician Services
Location: Wylie
Posted on: 03/29/2020


Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Euless
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Wylie
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Keller
Posted on: 03/29/2020

Merchandise Fulfillment
Description: Completely remote on-boarding process Complete your application today br br Adecco is assisting several large clients across the country, recruiting for job openings on 1st, 2nd, and 3rd shift with (more...)
Company: Adecco
Location: Keller
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Grapevine
Posted on: 03/29/2020

Crop Protection Strategy and Claims Spec
Description: Bayer is a global enterprise with core competencies in the Life Science fields of health care and agriculture. Its products and services are designed to benefit people and improve their quality of life. (more...)
Company: Bayer
Location: Mansfield
Posted on: 03/29/2020

Freelance Copywriter
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Haltom City
Posted on: 03/29/2020

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Grapevine RSS job feeds