Wealth Assistant Jobs in Texas (NOW HIRING)

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver’s Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.

The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. The Senior Wealth Advisor will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients’ goals. They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will be responsible for mentoring staff and work closely with leadership in order to execute plans effectively.

Other Responsibilities include:

• Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
• Serving as the primary contact for wealth management clients
• Building and managing an effective and efficient sales pipeline
• Guiding the ongoing professional development, training, and certification of the sales and marketing teams
• Recruiting additional sales team members, as needed
• Helping build a positive culture of accountability and integrity
• Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline

To be successful in this role, the following qualifications are required:

• Bachelor’s degree in Business, Finance, Economics or related field
• Series 65 required
• Proven sales success and strong business acumen
• Strong relationship management skills
• Proven ability to manage, mentor and develop staff
• Demonstrates independent thinking and strong decision-making skills
• Ability to build, develop, maintain and transition a book of business with little supervision
• Excellent work references and proven record of consistent, successful achievement of sales goals
• Excellent interpersonal and presentations skills
• High emotional intelligence, outstanding integrity, and exceptional work ethic
• Maintain positive attitude and willingness to adapt to a rapidly changing environment
• Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters
• Assist in the creation, delivery, and execution of complex financial plans

Additionally, the following qualifications are preferred:

• Master’s degree in Business Administration 
• Texas General Insurance license 
• CFP, CFA, CAIA, and/or CPWA 
• Experience working with high-net-worth clients strongly preferred
• Alternative investment experience 

Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees’ wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here – Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!  

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.