An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning + Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews + Manage data in financial planning software—Emoney + Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply + Deepen client relationships and establish credibility and rapport both in person and via phone + Clearly articulate complex concepts to customers in a simple and easy-to-understand manner + Proactively communicating with clients and following up on all contacts assigned + Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives + Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects + Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork + Other duties as assigned Knowledge, Skills, and/or Abilities + Strong understanding of the financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential + Excellent communication skills, both verbally and in writing + Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once + Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience + Bachelor’s degree in finance, accounting or a related field preferred + The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series 65/66 preferred + Texas Insurance License preferred Compensation + Compensation is commensurate with experience and qualifications + Potential for attractive quarterly bonuses + Matching 401(k) plan with the potential for profit-sharing contributions + Health, life, and disability insurance available