Servicing Advisor
Dallas, TX, United States
This Servicing A dvisor opportunity is for an independent RIA that serves the wealth management needs of UHNW families and individuals. This role will support a Senior Wealth Manager, delivering financial planning and investment advice to clients, and upholding the commitment to integrity and excellence in service. This role is not expected to source new client relationships, but there is a financial incentive for successful business development efforts.
Duties & Responsibilities
Support Senior Wealth Managers in delivering financial planning solutions and investment advice to clients
Collaborate with advisory teams to address complex tax, estate, retirement , and insurance issues for clients
Build professional, deep relationships with clients who have been with the firm for years
Participate in training and development programs for career advancement
Adhere to confidentiality standards when handling client matters
Self-starter who thrives in a team approach to client service while thriving in an entrepreneurial atmosphere
Qualifications
Bachelor’s degree in Personal Financial Planning or a relevant finance-related field, with a minimum GPA of 3.0
CFP designation (or current progress towards it)
2-8 years of financial planning expertise, preferably serving HNW or UHNW clients
Proficiency with Financial Planning Software (e. Tamarac, MoneyGuidePro, E-Money, Schwab)
Strong interpersonal skills and ability to work effectively as a team
Proficient in Outlook and Microsoft Office
Ability to manage multiple projects while maintaining confidentiality
Excellent work references
Benefits
Competitive base and bonus structure
Generous PTO and 401(k) with employer contribution
Volunteer days off
Remote work opportunities
Insurance coverage
Free financial planning services for employees and their spouses
Engaging, collaborative, and lively office vibe
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