Company: Core Group
Skills: Financial Analyst
Education: High School/Secondary
Location: Houston, Texas, United States

ROLE: Financial Advisor


Are you looking for more freedom and opportunity to invest in the lives of clients? Do you need a team to support your growth? Are you "wired for more"? We are seeking an experienced Financial Advisor with an existing book of business ($10mm AUM or greater) to join a growing Private Wealth Advisory company. We have a passion for providing above & beyond service and building meaningful relationships. Culture is paramount, and we believe in working alongside people that join us in our mission of helping families thrive across generations.

Responsibilities Include:

Client Advisement

  • Leverage Archetype's processes to maximize value we deliver to clients
  • Champion Archetype's investment philosophy and provide recommendations
  • Continuously improve your knowledge of best practices and opportunities to enhance our service
  • Display passion and hunger to deliver an exceptional experience that improves our client's lives and financial freedom
  • Build and deliver financial plans as needed
  • Ensure data and information gathered is inputted and recorded in our CRM
  • Collaborate with clients' other advisors (accountants, trust officers, etc.) to fully understand objectives and circumstances
  • Create meaningful client experiences, and commit to looking for opportunities to go above and beyond

Business Development

  • Develop relationships with prospective individuals and families
  • Leverage Archetype's value offering and pitch the team approach
  • Interview clients, analyze financial situations, and create recommendations in tandem with team members
  • Coordinate client paperwork with client service team and follow through to ensure accurate and timely execution
  • Make use of CRM from a sales standpoint to ensure data becomes fuel for effective communication

Transition / Capacity

  • Create capacity by transitioning smaller client relationships to the client advice team to make space for larger client relationships
  • Eliminate trading / portfolio management as an activity and transition client investments to Archetype models over the initial 12 - 18 months
  • Make use of the Client Experience Team to handle the bulk of day-to-day client service and administration
  • Take advantage of the Marketing Engine to fuel future growth in our target niche ($10m+ business owners)

Goals & Objectives:

  • Exemplify Archetype's Core Values: Lead with Integrity, Fueled by Passion, Delivering Excellence, Above & Beyond
  • Attend quarterly "advances" to discuss victories and challenges, and consult on strategy
  • Champion our vision of building the ideal, God-honoring wealth management company
  • "Put on the t-shirt". We operate as One Company for Greater Impact
  • Be humble, hungry, and smart
  • High standard of customer service DNA, excellent communication skills, and good judgement
  • Report to senior leadership team monthly on opportunities and objectives