Wealth Management Specialist, Sr. jobs in Temple, TX
Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. jobs
VP of Wealth Development - Family Office (TX)
- Caliber The Wealth Development Company
-
Bryan, TX
FULL_TIME
-
Caliber is seeking a full-time VP of Wealth Development to support our market in Texas. Office located in Bryan, TX. Must reside in TX at the time of application.
This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Calibers various offerings. This role will educate our partners on the different offerings available through Caliber and help to achieve the company growth towards its $5B target.
Success in the role will include 1. Meeting the capital raise targets assigned, 2. Establishing relationships internally and externally to grow the Caliber brand, 3. Capture sales information on contact information on a company CRM, 4. Provide intelligence on competitive products in the market.
You will be successful in this role by learning the products, building relationships internally and externally, and representing the Caliber brand with integrity.
Primary Responsibilities:- Sell Caliber’s offerings to family offices and UHNW individuals.
- Must have existing relationships with family offices and UNHW individuals.
- Raise capital amount agreed upon annually with the Sales Manager.
- Consistently work to build relationships with family offices and UNHW individuals through proactive telephone calls and contact follow up.
- Portray a strong understanding of the capital markets and securities industry and demonstrate proficiency in alternative investments.
- Learn, understand, and professionally represent all Caliber strategies while keeping up to date with competing strategies and products.
- Manage prospects throughout the entire sales cycle.
- Drive attendance to various meetings, territory roadshows and firm events.
- Manage the time and tasks of an inside sales team member(s) depending on business volume.
- Responds to inquiries and resolves problems of a complex nature.
- Stays current and up to date with market, economic and industry trends, as well as competitor products.
- Supplies input concerning industry developments and client needs for incorporation into company’s strategic marketing decisions.
Qualifications (required unless otherwise stated):- Experience as a licensed Financial Advisor, Investment Advisor or Broker Dealer Representative.
- FINRA Series 7 and 63 required.
- 5 years relevant industry experience with strong working relationships/rolodex.
- Experience selling private placements, 1031, and Reg D offerings.
- Must have a proven track record of sales success.
- Must have ability to travel overnight approximately 25% of the time.
- Must reside within Texas.
Knowledge/Skills/Abilities:- Exceptional interpersonal skills and ability to engender trust and build relationships.
- Ability to deliver great customer service even in challenging situations.
- Ability to work cooperatively and collaboratively with all levels of team members, leadership, and external parties to maximize performance, creativity, problem-solving and results.
- Strong technical skills and proficiency with Microsoft Office products and company business systems.
- Capability to operate independently to produce creative and practical solutions from general direction.
- Ability to thrive in a fast-paced, constantly changing environment.
- Excellent interpersonal, teamwork and relationship building skills.
- Strong oral and written communication skills including but not limited to group presentation demonstrating financial sales skills.
- Must be self-motivated and able to work effectively with minimal supervision.
This job operates in a professional office environment with occasional travel. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors, and vendors. This role must be able to remain in a stationary position 50% of the time. This role constantly operates a computer and other office productivity machinery such as a copy machine and printer and occasionally moves items up to 50 lbs. for various projects.
Who we are: Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.
Our Why: Caliber grows the wealth of good people to create a better world.
Our Vision: We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated by our vertically integrated business model.
Our Core Values: Authenticity & Transparency | Compassion & Service | Vision & Agility
Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (“EEO”) to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law.
#LI-HR
- 17 Days Ago
J.P. Morgan Wealth Management - Private Client Advisor - Bryan, TX and Houston, TX
- JPMorgan Chase
-
Bryan, TX
FULL_TIME
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
- 5 Days Ago
J.P. Morgan Wealth Management - Private Client Advisor - Bryan, TX (Boonville and Hwy 6 Branch)
- JPMC Candidate Experience page
-
Bryan, TX
FULL_TIME
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
- 1 Month Ago
Project Management Specialist
- Lynntech, Inc.
-
College Station, TX
FULL_TIME
- Lynntech develops world-class technology solutions and is actively engaged in various stages of technology development from preliminary concept generation and feasibility demonstration all the way thr...
- 1 Month Ago
Treatment Specialist
- Management & Training Corporation
-
Bryan, TX
FULL_TIME
- Overview Pay: $15.00 per hour Work with a purpose! MTC is looking for compassionate and dedicated individuals interested in beginning a career in addiction treatment counseling. Our team members enjoy...
- 28 Days Ago
Management
- Mayfield DQ
-
Cameron, TX
FULL_TIME
- Compensation$36,000 to $55,000 AnnuallyEmployment TypeFull TimeManagement Position DescriptionAt Mayfield DQ, we have three management positions:General Manager, in total charge of the entire store. S...
- 15 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Temple, TX area
Inside Sales Representative
- Advisors North Austin (RPV-AT)
-
Georgetown, TX
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/18/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Temple, Texas
- MileHigh Adjusters Houston Inc
-
Temple, TX
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/18/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Hewitt, Texas
- MileHigh Adjusters Houston Inc
-
Hewitt, TX
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/18/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Waco, Texas
- MileHigh Adjusters Houston Inc
-
Waco, TX
- ADJUSTERS NEEDED NOW FOR ALL STORM RELATED SEASONS! Independent Insurance Claims Adjusters Needed Now! This is a HUGE op...
- 4/18/2024 12:00:00 AM
Account Executive
- North Austin Division (RPV-AT)
-
Round Rock, TX
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/17/2024 12:00:00 AM
About Temple, Texas
Temple is a city in Bell County, Texas, United States. As of 2016, the city has a population of 73,600 according to a US census estimate.
Located near the county seat of Belton, Temple lies in the region referred to as Central Texas and is a principal city in the Killeen–Temple–Fort Hood Metropolitan Statistical Area, which as of 2015 had a population of 450,051. Located off Interstate 35, Temple is 65 miles (105 km) north of Austin and 34 miles (55 km) south of Waco.
Temple has developed as a small city with a number of arts and retail amenities not typically associated with a smaller commun...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$100,036 to $143,339
Temple, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago