VP, Sr. Wealth Consultant - Westlake, TX

Role responsibilities

The Senior Wealth Consultant is responsible for providing high-touch service and comprehensive guidance to clients, managing large and complex portfolios. This role involves retaining existing clients, attracting new clients, and developing customized financial strategies.

Requirements

Candidates must have a Series 7 license, Series 66 (or 63/65), and at least 7 years of financial services experience, including 2 years with Ultra High Net Worth clients. Preferred qualifications include CFP, CFA, CWS, CHFC, or CPWA designations and a bachelor's degree.

Key skills

Wealth Management, Investment Products, Financial Planning, Estate Planning, Retirement Planning, Client Relationship Management, Consultative Approach, Risk Management, Compliance, Communication, Collaboration, Problem Solving, Client Engagement, Adaptability, Financial Advice, Teamwork

Keywords

Wealth Management, Investment Management, Financial Planning, Estate Planning, Retirement Planning, Education Planning, Active Trading, Banking, Insurance, Lending, Ultra High Net Worth, Client Service, Consultative Approach, Risk Management, Compliance, Financial Strategy, Client Engagement, Team Collaboration, Communication Skills, Problem Solving, Adaptability, Financial Goals, Client Retention, Life Event Triggers, Sustainable Results, Integrity, Work Ethic, Motivation, Judgment, Resilience