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Executive Rbc Wealth Management Jobs in Texas (NOW HIRING)

W3Global Inc.

Executive Wealth Advisor

Dallas, TX · On-site

$150K - $225K/yr

... · Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary ... Manage top 10% of the team's client reviews. * Dedicate at least 20% of time in business ...

TIAA

Senior Director Wealth Management Strategy

Dallas, TX · On-site

$192K - $269K/yr

Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth ... Strong client management and executive-level communication skills * MBA or advanced degree from top ...

Pwc

Asset & Wealth Management Tax Director

Dallas, TX · On-site

$150K - $438K/yr

... executive-level client relations. Translating the vision, you set the tone and inspire others to ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...

Pwc

Asset & Wealth Management Tax Director

Austin, TX · On-site

$150K - $438K/yr

... executive-level client relations. Translating the vision, you set the tone and inspire others to ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...

Pwc

Asset & Wealth Management Tax Director

Houston, TX · On-site

$150K - $438K/yr

... executive-level client relations. Translating the vision, you set the tone and inspire others to ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...

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Executive Wealth Advisor

W3Global Inc.

Dallas, TX • On-site

$150K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Job description

About Company:

We Found this company to help clients accumulate and protect wealth, and build legacies. We Provide holistic financial planning, tax planning, investment advisory, and Medicare/insurance services.

Our advisors mainly work with professionals in taxes, insurance, estate planning, financial planning and investment management to build a retirement plan for our clients to help them reach their financial goals.

Job Description:

· We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint.

· Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 50% of the most profitable and/or complicated clients in the firm and the remaining 50% developing new client relationships.

· They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm.

· A portable book of at least $45M in client assets is needed and comes with accelerated transition support, leadership opportunities, and potential equity participation.

Primary Duties:

  • Conduct all Get to Know meetings

  • Maximize all new business development opportunities

  • Manage top 10% of the team's client reviews.

  • Dedicate at least 20% of time in business development.

  • Work with management team on improving client/prospect experience.

  • Manage & develop Lead and Associate Advisors.

  • Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.

  • Serves on investment management committee or helps determine firm investment strategies for clients.

Requirements:

  • A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus.

  • 10 years' experience in financial planning, investment management, or a related field.

Key Benefits

  • Generous continuing education support

  • 100% company paid employee only premiums for Health, Dental & Vision Coverage

  • 4% Company 401k match, 100% vested

We are proud to be an equal opportunity employer. We are committed to building an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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