Investment Advisor/Financial Planner/Sales Job in houston 77002, Texas US
Seidman Private Advisors, LLC is a national professional services firm providing financial planning, investment planning, insurance, estate, tax and consulting services to a wide range of individuals, charitable foundations as well as publicly traded and privately held companies.
We have provided quality service and leadership through the active involvement of our most experienced and committed professionals.We are able to service the issues that are unique to high net worth individuals and families through two wholly owned subsidiaries: Seidman Private Advisors, LLC (an investment advisor registered with the Securities and Exchange Commission), Seidman Insurance Consultants, LLC (a licensed insurance agency) and our partnership with one of the largest Life Insurance firms in the world.
In addition, our long standing on site affiliation with BDO Seidman, the fifth largest accounting firm in the world, has allowed us to service virtually every financial or investment need of the client.
Seidman Private Advisors, LLC is dedicated to providing our clients with comprehensive financial planning, investment advisory and investment management services.
Our team consists of highly experienced and knowledgeable professionals, many of whom are recognized as leaders in our industry.At this time, Seidman Private Advisors, LLC is looking for experienced financial planning and investment professionals to join our team as Independent Advisors.
In this position, you will provide financial planning and investment advisory services to a broad range of clients including: high net-worth individuals, small and mid-size corporations, qualified pensions, 401 (K) and profit-sharing plans, charitable and individual trusts, and other institutional organizations These opportunities are performance based.
Experience: Successful candidates for the Investment Advisor/Sales position may demonstrate the following qualifications, at a minimum: Demonstrate in-depth understanding of financial and investment advisory services Demonstrate in-depth understanding of insurance related products and services A minimum of $15-30M in fee-based AUM, commensurate with years of experience Proven success in business development Success selling and servicing high net worth clientsExcellent communication and presentation skills Bachelors degreeAt least five years prior investment advisory experience Current securities & insurance licenses Strong attention to detail and planning Clean compliance recordLicenses to include: Securities: 7, 63, 65, 66Insurance: Life
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