Associate / Service Wealth Advisor SilverStar Wealth Management

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right person.  This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Requirements

Essential Duties and Responsibilities

• Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data in financial planning software—Emoney
• Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
• Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone
• Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
• Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
• Commitment to culture requires a demonstration of professionalism, accountability, customer / client focus, and teamwork
• Other duties as assigned

Knowledge, Skills, and / or Abilities

Education and / or Experience

Certificates, Licenses, Registration

Compensation