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Lead Financial Advisor

Company: Insight Wealth Strategies, LLC
Location: Houston
Posted on: November 22, 2021

Job Description:

Description:About Insight Wealth Strategies, LLCIWS is a fee-only SEC-Registered Investment Advisory Firm offering comprehensive financial planning services to our clients. Insight is comprised of 10 Financial Planners with an additional support staff of 15. Through internal marketing efforts we target 20% annual growth for the firm.Our firm has introduced the Relationship Advisor position to work collaboratively with our Partners to ensure all clients receive the best level of care. IWS takes a team approach to the way we service our clients, and the Relationship Advisor plays a key role in the success through retention and ensuring our clients are met with the highest standard of service.Job Summary:The Relationship Advisor supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will be the primary contact for assigned client relationships and acts in a fiduciary capacity. RA's hold quarterly meetings with clients to review account performance, investment strategy, life changes, and market developments to ensure understanding and confirmation that their needs are being addressed.Relationship Advisors will work closely with our team members to help support clients' needs, including access to our paraplanners, business processing team, and portfolio management. They will work close with our Partners, who will support the client transition and attend client meetings annually.We offer our Relationship Advisors the necessary tools to excel, including the opportunity to be mentored by our Partners, service our phenomenal clients, gain exposure with new leads, and a path toward partnership in the firm. We work with the best-in-industry technology and will provide a fantastic growth trajectory for an experienced Advisor to grow in compensation and equity.. Requirements:Responsibilities

  • Client relationship management for clients, including ongoing and regular client contact and communications to our established high net worth clients
  • Meet clients on a quarterly basis and deliver recommendations
  • Execute on the team service model
  • Work closely with paraplanners to create and deliver financial plans, prep for meetings, and help service client accounts
  • Research financial solutions and client needs, process trades when needed
  • Understand and articulate IWS proprietary investment strategiesQualifications
    • At least 5 years of experience in a financial planning firm, minimum of 2 years in client facing role as the lead advisor
    • CFP designation (or near completion)
    • Self-confidence, personal integrity, and an understanding of fiduciary responsibility
    • Self-managed professional who can prioritize and concurrently manage multiple tasks
    • Phenomenal work ethic with the willingness to go above and beyond for clients
    • Strong listening skills and sense of responsibility
    • A team player with strong leadership skills
    • Clean U-4
    • Proficiency with financial planning, client relationship management, and portfolio management software (eMoney, Salesforce, Orion, Kwanti, preferred)What We Offer:
      • Opportunity to work with established high net worth clients
      • Opportunity to gain experience trying to acquire new clients through leads provided by our sales and marketing teams
      • Salary plus commission based on revenue from serviced clients
      • Full benefits including health, dental, vision, paid holidays, PTO, sick time, 401(K) with company contribution, defined benefit plan, and profit sharing plan
      • Opportunities for upward mobility and compensation growth, including a path toward partnership and/or equity
      • Financial support for education and competency programs

Keywords: Insight Wealth Strategies, LLC, Houston , Lead Financial Advisor, Accounting, Auditing , Houston, Texas

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