Director, Wealth Advisor

This is a fully remote position, open to applicants in Texas.

📋 Description

• Develop and sustain a steady flow of high-value client opportunities;

• Identify opportunities through CPA partnerships, networks, and referrals;

• Guide opportunities from initial introduction to successful closure;

• Uphold CRM discipline;

• Cultivate relationships with CPA partner firms;

• Convert relationships into referrals;

• Create a regular engagement rhythm;

• Lead discussions with strong conviction;

• Assess complex needs;

• Provide comprehensive wealth strategies;

• Secure and onboard new clients;

• Utilize planning, investment, tax, and estate resources to offer integrated recommendations;

• Establish a presence in Austin;

• Build relationships with Centers of Influence (COI);

• Enhance local brand visibility.

⛳️ Requirements

• A Bachelor’s degree is required.

• Over 10 years of experience in wealth management or advisory roles.

• Demonstrated ability to originate and finalize business deals.

• Background in CPA or professional services networks.

• Strong expertise in financial planning.

• Experience with CRM systems.

🏝️ Benefits

• Competitive salary and bonus structure

• Comprehensive medical, dental, and vision insurance

• Basic life and disability insurance coverage

• 401(k) matching program

• Financial assistance for approved certifications and courses

• Opportunities for technical, leadership, and sales training

• Unlimited, discretionary time off

• Paid parental leave