New

Wealth Advisor III

Cadence Bank
United States, Texas, Houston
Nov 23, 2024
Description Position Title: Wealth Advisor III Location: 1333 West Loop South, Ste 1500, Houston, TX 77027 Eligibility for Remote: No Grade: Commission Job Posting: What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of an Linscomb Wealth, Wealth Advisor, and they have done so over a long period of time. A WA III's primary focus is likely more allocated to ongoing, proactive client engagement, through business development and organic book growth is likely a component given the well-established nature of their client book. WA III's will serve in both a primary and secondary Wealth Advisor capacity, though typically they will serve most frequently as primary. WA III's operate consistently with a high degree of autonomy within the firm and team construct. WA III's are encouraged to continue developing their skill set, though they may also spend time mentoring and training newer and future wealth advisors. How You will Make an Impact Provides strategic and tactical leadership for the Linscomb Wealth client relationships they serve. Works closely with clients and prospective clients of the firm to identify, refine and update key goals and objectives. Help lead the development and implementation of a client's holistic and personalized plan, including portfolio allocation and the client's overall wealth planning needs. Outline and refine a prioritized action plan for achieving client key goals and objectives. Update client action plans as needed, reviewing with clients at least annually. Routinely engage with clients in a proactive manner, utilizing the firm's CRM and other software/systems to develop a routine process for tracking client communication, engagement, and specific advice related matters. Engage proactively with clients, reaching out on specifically tasked items related to their portfolio or overall plan, as well as to simply connect more personally, building trust and a broader relationship with clients over time. Remain "on call" and proactively poised to respond to client questions, concerns, and other servicing needs. Potentially work with newer or future Linscomb Wealth Wealth Advisors to help them further develop their overall skill set and experience. Actively coordinate with all Linscomb Wealth internal teams (Investment, Wealth Planning, Operations, Trading, Client Service) to implement client portfolio solutions, planning needs, and ongoing client servicing needs. Collaborate with client's other professionals, such as CPA, estate attorney, insurance agents, and banker, "quarterbacking" the overall engagement and implementation of a client's holistic plan. Work to identify and pursue share of wallet opportunities with existing clients, including development of ongoing savings plans where applicable. Achieve a high level of client retention in line with the firm's long-run history of low client turnover. Who You Are Bachelor's degree (B.A. or B.S.) from a four-year college or university, preferably in Financial Planning, Wealth Management, Finance, Accounting, or another business-related degree. A minimum of 15-20 years related professional work experience Stable work history and demonstration of consistent, high-level performance CFP or similar, well-recognized industry designation Team engagement and buy-in Strategic and tactical leadership with clients Proactive client engagement and outreach Consistency with firm policy and best practice Book revenue and AUM growth to support WA I book development Client retention rate Proactive and strong work ethic Ability to multi-task, prioritize and meet deadlines Professional appearance and demeanor Ability to work well in a team environment Proficient with Microsoft Office and other firm software/systems Strong writing and presenting skills Mentorship and training for newer and future wealth advisors Ongoing development of technical skill set and soft skills This job has no supervisory responsibilities Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)