Private Wealth Advisor – Personal Strategy

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

📋 Description

• Deliver an exceptional client experience through both proactive and reactive engagements concerning client onboarding, financial planning, and investor education.

• Guide clients through optimal journeys by efficiently managing outreach initiatives and financial planning milestones.

• Work collaboratively with the advisory team to foster and sustain strong, long-term relationships with valued clients.

• Recognize and promote planning opportunities while coordinating the collection of financial planning information.

• Offer comprehensive financial planning services customized to meet clients’ unique needs and objectives.

• Present planning deliverables either alone or in conjunction with the advisory team.

• Suggest, execute, and review investment strategies that are consistent with clients’ risk tolerance and financial goals.

• Keep abreast of market trends, economic conditions, and regulatory changes that may affect investments.

• Aid in monthly audit reviews in partnership with various EPW stakeholders.

• Collaborate with Portfolio Management to facilitate relationship clearance, manage customization, and fulfill client requests.

• Conduct meetings with clients in the Dallas, Texas area.

⛳️ Requirements

• Bachelor’s Degree in Business or a related field, or equivalent experience.

• Over 5 years of relevant experience in financial services and client engagement.

• FINRA Series 65 certification is mandatory.

• FINRA fingerprinting is required.

• Adequate knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Excellent verbal and written communication abilities.

• Strong interpersonal skills; detail-oriented; capable of managing multiple time-sensitive tasks simultaneously.

• Proactive self-starter with excellent situational awareness, contextual thinking, organizational, and presentation skills.

• Outstanding at providing effective client consultations and building trust and enduring client relationships.

• Proven capability to address diverse client needs, achieve multi-product goals, and analyze and present investment portfolios effectively to clients.

• Proficient in or able to swiftly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.

• Candidates must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available, including CPT/OPT.

• CFP designation is preferred.

• Must reside within the Dallas area.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions, and a broad investment lineup.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual environment that allows for jeans.

• Generous paid time off upon hire, which includes a paid time off program, ten paid company holidays, and three floating holidays each year.

• Paid volunteer time of 16 hours per calendar year.

• Leave of absence programs including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our business and the communities we serve. BRGs are open to all employees.

• Non-sales roles may have the opportunity to participate in a bonus program.

• Reliable high-speed internet with a wired connection and a home workspace is required for remote and hybrid roles.

• Other essential computer equipment will be provided.