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Oracle Cloud ERP · 2 months ago

Senior Wealth Manager, TRPG

Houston, TX, United States

Full-time

Hybrid

Mid, Senior Level

$115K/yr - $115K/yr

5+ years exp

TRPG, a subsidiary of Cetera Financial, is seeking a Senior Wealth Manager to join their team in Houston, TX. The role involves sourcing and acquiring new clients, developing comprehensive financial plans, and maintaining client relationships to ensure alignment with their financial goals.

Information Technology & Services

Responsibilities

Source and acquire new clients to build business

Use TRPG generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process

Follow up with prospective clients, maximize relationships, create referrals and referral partnership

Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan

Develop and maintain a base of clients who value your input and guidance

Work with clients to keep their financial plans current and aligned with their goals

Maximize relationships, create referrals and keep SalesForce updated

Research industry guidelines. Stay up to date with current events and market trends

Comply with current policies and procedures for financial, investment, tax and insurance industry

Qualification

Financial Services experiencePlanning based Advisor experienceFINRA Series 65 LicenseCFP designationMS Office Suite proficiencyCRM proficiencyClient relationship managementBusiness developmentMarket research