Senior Wealth Advisor

The Weaver Experience

Weaver is a full‑service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders care deeply about the well‑being of all employees and encourage them to pursue their ambitions.

Position Profile

Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver’s Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.

The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra‑high net worth individuals, families, trusts, and family entities. The Senior Wealth Advisor will focus on acquiring and managing relationships, including ongoing planning, education, coaching, and implementing solutions to meet client goals. They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will mentor staff and work closely with leadership to execute plans effectively.

Other Responsibilities Include

• Developing and executing successful business development strategies for all markets served to generate significant new assets for the firm
• Serving as the primary contact for wealth management clients
• Building and managing an effective and efficient sales pipeline
• Guiding the ongoing professional development, training, and certification of the sales and marketing teams
• Recruiting additional sales team members as needed
• Helping build a positive culture of accountability and integrity
• Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline

Qualifications

• Bachelor’s degree in Business, Finance, Economics or related field
• Series 65 required
• Proven sales success and strong business acumen
• Strong relationship management skills
• Proven ability to manage, mentor and develop staff
• Demonstrates independent thinking and strong decision‑making skills
• Ability to build, develop, maintain and transition a book of business with little supervision
• Excellent work references and proven record of consistent, successful achievement of sales goals
• Excellent interpersonal and presentation skills
• High emotional intelligence, outstanding integrity, and exceptional work ethic
• Maintain positive attitude and willingness to adapt to a rapidly changing environment
• Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters
• Assist in the creation, delivery, and execution of complex financial plans

Preferred Qualifications

• Master’s degree in Business Administration
• Texas General Insurance license
• CFP, CFA, CAIA, and/or CPWA
• Experience working with high-net-worth clients strongly preferred
• Alternative investment experience

Benefits

Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. We also offer flexible scheduled time off (STO), at least 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days. In‑house continuing professional education and learning opportunities are available through our internal Learning & Development department. Our program includes technical improvement, practice development, management/leadership training, and whole‑life growth.

Employee Referral Program

This role is Employee Referral Program eligible.

EEO Statement

We are proudly an equal opportunity employer.