Company: Core Group
Skills: Financial Analyst
Education: Associates/2 yr Degree/Diploma
Location: Houston, Texas, United States

In order to apply for this position, applicants MUST meet the following criteria. If your resume does not match these criteria, you will not be able to apply for this position.

Located in region: North America

ROLE: Senior 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 ($50mm 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