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United Capital Financial Advisors, LLC · 1 day ago

Wealth Manager

The Woodlands, TX

Full-time

Hybrid

Mid, Senior Level

3+ years exp

United Capital Financial Advisors, LLC is seeking a Wealth Manager to provide personalized financial advice and comprehensive planning solutions to clients. The role involves assessing clients' financial situations, developing tailored strategies, and managing client relationships to ensure high-quality planning support.

AdviceConsultingFinancial ServicesWealth Management

Responsibilities

Conduct comprehensive client assessments to identify income, expenses, insurance coverage, tax status, risk tolerance, and overall financial goals

Advise clients on investment, tax, retirement, education, insurance, and estate planning

Prepare, interpret, and present financial information such as investment performance reports, financial summaries, and income projections

Analyze financial information obtained from clients to determine appropriate strategies for meeting financial objectives

Implement financial planning recommendations or coordinate with internal/external professionals for plan execution

Actively monitor financial markets and specific client holdings to ensure strategies remain aligned with client objectives

Maintain consistent communication with clients regarding service expectations, portfolio performance, and planning milestones

Document all client interactions, notes, and follow-up tasks in Salesforce and ensure timely completion of commitments

Review client accounts regularly to identify the need for plan reassessment based on life changes, market conditions, or performance

Collaborate with attorneys, accountants, and other professionals to fully understand and support clients’ financial needs

Identify opportunities to expand client relationships and refer new business aligned with firm goals

Participate in client and prospecting events as needed, occasionally outside of standard business hours

Qualification

Certified Financial Planner (CFP)Financial planning experienceSeries 65CFAChFCSalesforce proficiencyAnalytical skillsMicrosoft Office SuiteInterpersonal skillsProblem-solving skillsOrganizational skills

Required

Bachelor's degree in Business, Finance, Accounting, Economics, or related field

Certified Financial Planner (CFP) required or in process

Minimum of 3–5 years of experience in financial planning, wealth management, or a related field

Must reside in or be willing to relocate to The Woodlands / Houston, Texas area

Strong analytical, quantitative, and problem-solving skills

Excellent interpersonal and communication abilities with a client-first mindset

Demonstrated integrity, discretion, and professionalism in handling confidential client information

Ability to manage multiple priorities efficiently and meet deadlines in a dynamic environment

Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)

Experience with Salesforce or similar CRM, Envestnet or similar portfolio accounting system, and financial planning software

Highly organized, self-motivated, and collaborative, with a strong sense of ownership and accountability

Preferred

Series 65, 66, CFA, ChFC, CIC, or PFS credentials

Benefits

Comprehensive benefits package including health, retirement, and professional development support.

Company

United Capital Financial Advisors, LLC

United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.

Founded in 2005

Newport Beach, California, USA

201-500 employees