Victory Capital · 1 day ago
Wealth Specialist
San Antonio, TX
Full-time
Onsite
Mid, Senior Level
5+ years expVictory Capital is a diversified global asset management firm headquartered in San Antonio, Texas. They are seeking a Wealth Specialist to promote their investment products, advise customers on financial strategies, and build relationships with clients to help them achieve their financial goals.
FinanceFinancial ServicesImpact InvestingVenture Capital
Responsibilities
Manage and build relationships with potential clients across multiple areas, working to understand their investment goals, risk tolerance and identifying opportunities to grow Victory Capital’s investment business
Open, transfer, and close customer accounts
Maintain appropriate account records while monitoring the customer's portfolio
Serve as a product expert for Victory Capital investment products, with an in-depth understanding of investment strategies, performance, and risk characteristics
Determine which financial products best meet the customer’s needs and financial circumstances
Recommend and prepare proposals outlining financial services and products to meet clients’ needs and goals
Develop and discuss client appropriate financial plans
Proactively follow up with clients and prospective clients to provide sales strategies and ideas, answer product questions, provide performance data, and identify new sales opportunities
Monitor markets and economies, evaluating how changes may affect clients
Proactively discuss the market environment including challenges and opportunities for investors
Collaborate with internal investment teams to develop sales strategies, marketing materials, and client communications
Adhere to federal, state, local laws and regulations, and company policies
Develop and maintain positive relationships with clients and the community
Conduct presentations and educational outreach efforts, informing the public of financial services with a goal of attracting new clients and leads
Initiate sales telephone calls to clients, provide sales ideas, answer questions about Victory products, provide, analyze and understand performance data and explain such data to clients, identify new sales opportunities, and help with launching new products
Attend and support client events or conferences as a Victory Capital Management representative
Qualification
Required
B.S. or B.A. in related field; or
Received training in a client support or internal/external sales role
Five-seven years of experience in the mutual fund/financial services industry and/or training; or an equivalent combination of education, experience and training
Series 6, 7 and 63 licenses required (or to be obtained within 90 days of hire.)
Previous investment or brokerage sales experience
Excellent verbal communication skills with the ability to explain complex financial principles
Experience meeting sales goals
Knowledge in financial planning concepts for high-net-worth clients
Knowledge of financial products and services and demonstrated passion and interest in financial markets
A thorough understanding of financial services and how markets and economies affect those services
Excellent sales and service skills
A focus on client satisfaction
Benefits
Medical
Dental
Vision plans
Flexible PTO
Family Medical and Disability Leaves
Education Tuition Reimbursement
401k plan with a generous employer match
Company
Victory Capital
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.
Founded in 1985San Antonio, Texas, USA
201-500 employees
H1B Sponsorship
Victory Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Denise Taylor
Strategic Operations Partner to CEO
Michael Policarpo
CFO
Recent News
Morningstar.com
2026-01-15
2025-12-11
2025-11-11
Company data provided by crunchbase