Financial Advisor/Vice President

Company: Kestra Financial Independent Advisor
Location: Irving
Posted on: September 13, 2020

Job Description:

Halcyon Wealth Advisors, located in Las Colinas, is an independent, relationship-based financial planning organization providing comprehensive wealth management, retirement income planning and meaningful tax strategies. We are looking to add an experienced Financial Advisor to take a senior position within the firm.

Summary

The Financial Advisor/Vice President reports to the Owner/Financial Planner and is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. In addition, the Financial Advisor collaboratively makes strategic leadership, planning, and broad executive management decisions to achieve the firm's strategic objectives. The career progression for this position could begin the path of ownership if the candidate is the right fit with the firm.

Requirements Essential Duties and Responsibilities:

Develop new relationships and sales opportunities

Promote and cultivate firm reputation among referral sources and the community

Consult with clients investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews

Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may apply

Member of the firm's executive committee; participate in all critical management and service decisions, including vendor evaluation, process design, and other tasks as requested

Serve on the firm's investment committee; conduct due diligence reviews of investment managers used by the firm

Supervisory Responsibilities: Supervise administrative support

Knowledge, Skills, and/or Abilities

Proven track record of professional success including leadership skills and abilities

Self-motivated, highly driven and entrepreneurial personality

Relationship-building skills and commitment to establishing long-term clients

Strong desire for performance driven compensation and growing earnings potential

Education and/or Experience

Bachelor's degree in finance, accounting or related field

The ideal candidate will have 5+ 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 managed accounts

Proven experience working with high net worth and/or institutional clients

Previous experience in the independent financial services culture preferred

Certificates, Licenses, and/or Registration

Series 7, 63 and 65/66 license required

CFP, CPA, CFA, CIMA, or AIF preferred (or ability to obtain)

Comprehensive salary and benefits package

The career progression for this position could begin the path of ownership if the candidate is the right fit with the firm.

Keywords: Kestra Financial Independent Advisor, Irving , Financial Advisor/Vice President, Other , Irving, Texas