Growing independent fee only wealth management firm looking for motivated mid level individual to join client-facing advisory team. This is NOT an investment management or research analyst position. Clients are high net worth families.
Accountable for: •Meeting and exceeding clients’ wealth management needs and service expectations. oEducating and empowering clients to make informed financial decisions. oCoordinating with various professionals to successfully implement wealth management strategies. oManaging client risk proactively and ensuring a long term approach with client wealth. oCommunicating effectively with clients on a regular basis.
•Ensuring team atmosphere (no silos) and culture of our clients vs my clients. oInvolving and keeping advisory and client service team informed regarding client activity. oAssisting in overall growth of clients by involving others as needed.
Desired Skill Competencies: •Technical: oProficient in portfolio management and financial planning concepts. oExperienced in executing various wealth management strategies.
•Relationship Management: oDemonstrated ability to create trust and deepen relationships with clients and their network of related professionals. oSuccessfully coordinate various third parties to work together in an organized and convenient manner for clients.
•Communication: oAbility to break down complex concepts into simple explanations. oComfortable presenting in front of others. oAbility to recognize communication preferences to most effectively engage clients.
•Teamwork: oAbility to inspire and motivate support team. oAbility to recognize when specialists need to be involved or when work needs to be delegated.
Required Qualifications: •Minimum 4 years of experience in a client facing position within wealth management industry or related field. •CFP® or CFA •College degree, advanced degree a plus
About Durbin Bennett Private Wealth Management, LLC
Founded in 2000, Durbin Bennett Private Wealth Management, LLC is an independent, fee only wealth management firm in Austin, TX. Our mission is to provide confidence to our clients by offering clear solutions to complex financial matters.