Vice President, Wealth Planner - Sugar Land, TX

The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.

Responsibilities

Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity; Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs; Using sophisticated planning software to build, analyze, and deliver personalized plans for clients; Guiding and implementing financial plans into the appropriate solutions based on client goals; Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer; Driving loyalty, share of wallet, and referrals from existing customers; Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; 5+ years industry experience in financial services or a related field; 3-5 years of financial planning experience; Proven track record of high client happiness and dedication; Proven track record of financial planning engagements and implementing solutions; Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families; Experience with and/or knowledge of behavioral economics and family psychology; Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services; Deep experience in effectively executing and integrating the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance; Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals; Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products; Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates; Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment; Ambitious spirit and the ability to work collaboratively across an organization to achieve results; Tech savvy, embraces and integrates technology to run a planning practice; Excellent team member and leadership skills

Nice to have

Bachelor’s Degree highly preferred; CFP highly preferred; 10+ years industry experience preferred; 5+ years financial planning experience preferred