Weaver Capital Advisors · 21 hours ago
Wealth Market Leader
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $200K/yr
10+ years expWeaver Capital Advisors is a full-service national accounting, advisory and consulting firm dedicated to delivering personalized financial solutions. The Wealth Market Leader will be responsible for developing and maintaining relationships with high net worth clients, focusing on business development and mentoring staff.
Financial Services
Responsibilities
Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
Serving as the primary contact for wealth management clients
Building and managing an effective and efficient sales pipeline
Guiding the ongoing professional development, training, and certification of the sales and marketing teams
Recruiting additional sales team members, as needed
Helping build a positive culture of accountability and integrity
Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline
Qualification
Required
Bachelor's degree in Business, Finance, Economics or related field
Series 65 required
10+ years of related wealth management experience
Proven sales success and strong business acumen
Strong relationship management skills
Proven ability to manage, mentor and develop staff
Demonstrates independent thinking and strong decision-making skills
Ability to build, develop, maintain and transition a book of business with little supervision
Excellent work references and proven record of consistent, successful achievement of sales goals
Excellent interpersonal and presentations skills
High emotional intelligence, outstanding integrity, and exceptional work ethic
Maintain positive attitude and willingness to adapt to a rapidly changing environment
Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters
Assist in the creation, delivery, and execution of complex financial plans
Preferred
Master's degree in Business Administration
Texas General Insurance license preferred
CFP, CFA, CAIA, and/or CPWA preferred
Experience working with high-net-worth clients strongly preferred
Alternative investment experience
Benefits
Medical
Dental
Vision
Disability
Life insurance
401(k) plan
Flexible scheduled time off (STO)
Minimum of 56 hours of sick and safe leave
11 holidays
2 scheduled recharge days
In-house CPE and learning opportunities
Technical improvement
Practice development
Management/leadership training
Whole-life growth
Company
Weaver Capital Advisors
Weaver Capital Advisors provides personalized wealth management strategies for high-net-worth individuals, families and institutions.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase