... RIA) and has been serving long-term investors for over 30 years. If helping others achieve their ... Director Employment type * Full-time Job function * Business Development and Sales * Industries #J ...
... RIA) and has been serving long-term investors for over 30 years. If helping others achieve their ... Director Employment type * Full-time Job function * Business Development and Sales * Industries #J ...
Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Houston, TX · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Director, Investment Strategy .  Investment Strategists provide thought leadership, portfolio ...
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Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Houston, TX · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Director, Investment Strategy .  Investment Strategists provide thought leadership, portfolio ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
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Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert ...
Tax Director - National Tax Office (JD Required)
Houston, TX · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX · Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX · On-site
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX · On-site
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Senior Trust Officer
Houston, TX · On-site +1
$140K - $150K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team Hightower Trust Company ... Direct middle office to initiate account changes like terminations * Maintain current knowledge of ...
Senior Trust Officer
Houston, TX · On-site +1
$140K - $150K/yr
S., we operate as a registered investment advisor (RIA). Your Future Team Hightower Trust Company ... Direct middle office to initiate account changes like terminations * Maintain current knowledge of ...
Responsibilities As Managing Director/Associate General Counsel for the Construction Legal team ... Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal ...
Responsibilities As Managing Director/Associate General Counsel for the Construction Legal team ... Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal ...
As Managing Director/Associate General Counsel for the Construction Legal team, this role is ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
As Managing Director/Associate General Counsel for the Construction Legal team, this role is ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Responsibilities As Managing Director/Associate General Counsel for the Construction Legal team ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Responsibilities As Managing Director/Associate General Counsel for the Construction Legal team ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Research Technician III - Mouse Research
Houston, TX · On-site
$17.25 - $23.75/hr
Basic analytical assays including ELISA, RIA, calorimetric assays * Tail vein injection * Mouse blood collection and plasma separation * Mouse tissue collection * Assist Core director during mouse ...
Research Technician III - Mouse Research
Houston, TX · On-site
$17.25 - $23.75/hr
Basic analytical assays including ELISA, RIA, calorimetric assays * Tail vein injection * Mouse blood collection and plasma separation * Mouse tissue collection * Assist Core director during mouse ...
Research Technician III - Mouse Research
Houston, TX · On-site
$39K - $46K/yr
Basic analytical assays including ELISA, RIA, calorimetric assays * Tail vein injection * Mouse blood collection and plasma separation * Mouse tissue collection * Assist Core director during mouse ...
Research Technician III - Mouse Research
Houston, TX · On-site
$39K - $46K/yr
Basic analytical assays including ELISA, RIA, calorimetric assays * Tail vein injection * Mouse blood collection and plasma separation * Mouse tissue collection * Assist Core director during mouse ...
Analyst - Fund Management
Houston, TX · On-site
The Analyst will support Managing Directors in assessing fund-level considerations for acquisitions ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Analyst - Fund Management
Houston, TX · On-site
The Analyst will support Managing Directors in assessing fund-level considerations for acquisitions ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Analyst - Fund Management
Houston, TX · On-site
The Analyst will support Managing Directors in assessing fund-level considerations for acquisitions ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Analyst - Fund Management
Houston, TX · On-site
The Analyst will support Managing Directors in assessing fund-level considerations for acquisitions ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Operations Representative
Houston, TX · On-site
... and Direct Investment activities. Provides exceptional service to financial professionals ... as RIA AUM as of June 30, 2022. We are an equal opportunity employer and support workforce ...
Operations Representative
Houston, TX · On-site
... and Direct Investment activities. Provides exceptional service to financial professionals ... as RIA AUM as of June 30, 2022. We are an equal opportunity employer and support workforce ...
Operations Representative
Houston, TX · On-site
... and Direct Investment activities. Provides exceptional service to financial professionals ... as RIA AUM as of June 30, 2022. We are an equal opportunity employer and support workforce ...
Operations Representative
Houston, TX · On-site
... and Direct Investment activities. Provides exceptional service to financial professionals ... as RIA AUM as of June 30, 2022. We are an equal opportunity employer and support workforce ...
The Analyst will support Managing Directors in assessing fund-level considerations for acquisitions ... Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal ...
The Analyst will support Managing Directors in assessing fund-level considerations for acquisitions ... Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal ...
... and Direct Investment activities. Provides exceptional service to financial professionals ... Includes both the global Hines organization as well as RIA AUM as of June 30, 2022. We are an equal ...
... and Direct Investment activities. Provides exceptional service to financial professionals ... Includes both the global Hines organization as well as RIA AUM as of June 30, 2022. We are an equal ...
Financial Risk & Insurance Consultant
Houston, TX · On-site
$75K - $105K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... The Financial Risk & Insurance Consultant will work with the Director of Risk Management to support ...
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Financial Risk & Insurance Consultant
Houston, TX · On-site
$75K - $105K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... The Financial Risk & Insurance Consultant will work with the Director of Risk Management to support ...
Financial Risk & Insurance Consultant
Houston, TX · On-site
$75K - $105K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... The Financial Risk & Insurance Consultant will work with the Director of Risk Management to support ...
Quick apply
Financial Risk & Insurance Consultant
Houston, TX · On-site
$75K - $105K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... The Financial Risk & Insurance Consultant will work with the Director of Risk Management to support ...
Director Ria information
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How many financial advisors make $500,000 a year?
What is a Director Ria?
What are the key skills and qualifications needed to thrive as a Director at Ria, and why are they important?
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How much does the average RIA make?
Is $200,000 enough to work with a financial advisor?
Job description
Join our dynamic team as our Director of New Business Development where you will drive strategic growth, build strong relationships with high net-worth clients, and identify new business opportunities.
About The Goff Financial GroupThe Goff Financial Group is a fully independent Registered Investment Advisor (RIA) and has been serving long-term investors for over 30 years. If helping others achieve their goals, making a meaningful difference in people’s lives, and doing what is in the best interest of others are what you care about, then joining The Goff Financial Group may be the best career decision you will ever make. At The Goff Financial Group, you have an opportunity to build your career at a firm that:
1. Has a fiduciary duty to put its clients’ interests first;
2. Is a truly fee-only advisor; and
We pride ourselves on the fact that we have a fiduciary duty to put our clients’ interests first. Our business model supports the fiduciary standard as we are truly fee-only and 100% independent. As a truly fee-only investment advisor, we are only paid by our clients and do not accept any fees or commissions from any third party or financial product. As a truly independent advisor, we are not beholden to the financial interests of any third party such as a bank, brokerage firm, private equity firm or insurance company which may conflict with our clients’ best interests.
In addition to managing our clients’ assets, we act as an advocate on our clients’ behalf. We are able to offer them straight talk and undiluted advice, something that most other firms simply cannot offer due to their business model. We treat every day as an opportunity to learn and grow while making a difference in the lives of our valued clients.
The Ideal CandidateA highly experienced financial advisor or consultant currently or previously employed by a large brokerage firm or RIA who wants more autonomy to implement new marketing initiatives, wants to have a positive impact on our clients' financial well being, and is dedicated to maintaining the fiduciary standard.
Key Responsibilities- Develop and execute outbound marketing strategies to acquire high-net-worth clients (>$1M+ investable assets)
- Build trusted relationships with prospects through strategic follow-up, education, and value-based engagement
- Source and convert new prospects into long-term wealth management clients
- Build relationships with centers of influence (attorneys, CPAs, business owners, etc.) to drive client referrals
- Lead presentations and consultations to communicate the firm’s services, investment philosophy, and wealth management expertise
- Implement a structured sales process from lead qualification to client conversion
- Attend networking events and firm-sponsored functions to generate leads
- Collaborate with our advisor team to deliver tailored wealth management solutions
- Monitor and report on sales activity, pipeline status, and performance metrics
- Help shape marketing and branding initiatives to elevate our client acquisition strategies
- Identify and pursue new market opportunities through outbound phone calls, research and networking events
- Highly self-motivated, disciplined, goal-oriented financial services sales professional who knows how to take initiative
- Bachelor’s degree in Business, Finance, Marketing, or related field (MBA/CFP/CFA preferred)
- 7–10+ years of experience in business development, sales, or relationship management in financial services/wealth management with a focus on HNW clients
- At least one of the following: Series 7, 65, 66 or CFP
- Excellent communication, presentation, and negotiation skills
- Entrepreneurial mindset with an ability to work independently and collaboratively
- Highly proficient oral and written communication skills
- Consultative selling skills
- Proven track record of building and closing new client relationships with high-net-worth individuals (not just servicing existing clients)
- Strong network of professional contacts and referral partners within the wealth management ecosystem
- Proven success in prospecting and converting new business
- Familiarity with CRM platforms and sales tracking tools (e.g., Salesforce, Wealthbox)
Given the position's focus on new client development, we offer a highly competitive base salary and incentive program based on your experience and qualifications.
Performance Metrics- Annual new assets under management (AUM) generated
- Number of new client relationships acquired
- Strength and growth of referral networks
- Contribution to overall firm revenue and profitability
- Director
- Full-time
- Business Development and Sales
- Industries
About Goff Financial Group
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
1 - 10 Employees
Headquarters location
Houston, TX, US
Year founded
1994