Careers
Senior Advisor with Partner/Ownership
Position Description: This position allows the successful candidate to work for a wealth management and investment advisory firm in The Woodlands,
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Financial plan design and implementation
- Personal consultation
- Annual reviews
- Coordination of financially related issues with the client's other advisors (CPA's, attorneys, etc.)
The candidate must be a producer and have the ability to demonstrate a minimum of 100K production for the previous 3 years.
Qualifications: CFP and/or CPA/PFS designation and a minimum of 5 years business experience with at least 3 years in a financial planning capacity.
- Series 7, 65 and insurance license.
- Experience with and the ability to work confidently with high net worth clients is a must.
- Excellent writing, listening and communication skills.
- Strong analytical and organizational skills with a strict attention to accuracy and exceptionally detail-oriented.
- Ability to work effectively both independently as well as part of a team in a small organization.
- Solid computer skills, working knowledge of planning software.
- Professional appearance and demeanor.
- High sense of urgency and follow through.
Compensation: Competitive compensation and benefits; very high partnership potential and equity ownership.
Apply: Email your resume and salary requirements to charles@cgeraci.com