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Associate Wealth Manager | Manager in Executive Job at Rhame & Gorrell Wealth Management in Co1

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Associate Wealth Manager

Conroe, TX

Rhame & Gorrell Wealth Management is a comprehensive wealth management firm specializing in solving the problems business leaders and their families face at life s transitions. Our rapidly growing firm is looking for a talented team player that can work within our group to participate in our business development process as well as enhance the experience we provide to our existing firm relationships. The ideal candidate has strong work ethic, wants to grow professionally by learning vicariously through our teams 30+ years of practical experience. This is a full-time salaried position in The Woodlands, TX. Required Qualifications Education/Training: 4-year degree in Finance, Accounting, Economics, Business Management, or equivalent degree. Preferred Qualifications CFP Certification courses started CFP Exam passed CFA, CPA, CIMA, or similar given additional consideration Job Responsibilities Include (but are not limited to): Master firm software programs Use of Money Guide Pro (planning software) for assigned prospective clients Attend client meetings as a 2nd chair, take and document notes, prepare follow ups and any other required client actions Strengthen business relationship with current and prospective clients Proactively develop relationships with firm-supplied leads An Ideal Candidate Will: Be an empathic & engaging communicator Be a strong writer Have the ability to work well with and influence others. Adapt quickly to a new environment and have a proactive approach to learning. Be organized and demonstrate attention to detail Be able to prioritize and manage multiple tasks concurrently Be proficient at using technology To succeed, you'll need the right combination of personal attributes: Drive: While this position is salaried, the desire to generate new business has a direct impact on the upward potential of your income. Ambition: You ll work hard, struggle through slow periods and face tough challenges while developing new business. You re the kind of person who doesn t give up - and knows you ll get to where you want to be. Accountability: There are no shortcuts to succeeding in this business, and you ll need to be demanding of yourself. You ll treat prospective clients with consistency and care. You ll be diligent in your work. Confidence: Assurance in yourself and your work conveys a feeling of confidence. Top candidates are comfortable talking with people. They can engage easily in conversation and confidently handle the challenges of generating new business. What We Offer: Individualized training & mentorship from senior advisors Medical & Dental Benefits 401(k) & Profit Sharing Paid ongoing education Paid CFP dues
Rhame & Gorrell Wealth Management
Accounting & Finance
November 19 on Jobs2Careers
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More About this Listing: Associate Wealth Manager
Associate Wealth Manager is a Executive Manager Job at Rhame & Gorrell Wealth Management located in Conroe TX. Find other listings like Associate Wealth Manager by searching Oodle for Executive Manager Jobs.