# Associate/Service Wealth Advisor SilverStar Wealth Management

> Kestra Financial Independent Advisor · Cypress, United States · Full-time · Posted 2024-06-21

**Workplace:** on_site

**Department:** Financial Services

## Description

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

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/93EEF3E816/apply)

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