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


We are a company that wants to help you in your job search. Core Group Resources is America's leading financial services recruitment company. As a team, we make it our priority to efficiently match great people with the perfect job.

 

This job is available in Austin, TX, Dallas, TX, and Houston, TX

Financial Advisor

Our client is one of the largest, comprehensive wealth management firms in Texas catering to affluent families and individuals. They are a hybrid RIA/BD firm that have offices in Dallas, Austin, Houston, & San Antonio. They are seeking a seasoned financial planner and investment advisor to join their award-winning team.

Primary responsibilities will be to:

  • Identify, cultivate and track new opportunities for the firm
  • Help support existing client needs
  • Manage highly diversified investment portfolios
  • Build long-term growth and client relationships

Requirements and Qualifications

  • Belief that success comes from putting clients first
  • At least five years of related experience with demonstrated results in new business development and a successful track record in financial and investment planning
  • Graduate of an accredited college or university
  • Certified Financial Planner (CFP®) designation preferred
  • Fiduciary mindset
  • Strong communication and people skills.
  • Self-starter, energetic, and assertive.
  • Minimum of $15M transferrable AUM Book

Compensation

  • High revenue payout
  • Access to group health, dental and vision benefits, including family plans
  • Opportunities for equity ownership
  • Clear 'ownership' of your own book