Advisor/Wealth Advisor

Austin, Texas
Commission / Fee Based
February 22 2018

Join our Team!

Join our team of  multi-disciplined  professionals  who  help  clients  preserve,  leverage  and  transfer  their  wealth.  Recently named one of Crain's Cool Places to Work for in Metro Detroit'our core values create an incredible working environment that allows us to really live and deliver on those values.


O U R  C O R E   V A L U E S

Clients' Needs First!  ' Create a complete WOW experience for clients and our staff!

A Special Place To Be! ' Cutting Edge Knowledge ' we strive to be the experts.

Click here to view the video




Generates new business by contacting potential customers (both existing and new) and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning. Has the ability to offer a variety of services based on a client's needs and helps clients choose the plans that best suit their needs. The service include life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.



  • Extensive existing relationships, both personal and professional, with high net worth individuals, families, and and businesses; CPA's and attorneys who advise high net worth clients; and, charities
  • Business development experience or experience selling and closing
  • Experience in any of the following areas 'designing and selling insurance products as an investment, estate planning strategies, or gathering assets under management
  • 15+ years of related business experience


  • Self-Motivated
  • Prospecting Skills
  • Meeting / exceeding sales goals
  • Ability to 'soft sell'
  • Client relationships / people skills
  • General math skills
  • Organization
  • Strong written and verbal communication skills; a persuasive and passionate communicator with excellent public speaking skills
  • Microsoft Office general knowledge for: Word, Excel and Outlook


  • Bachelor's or advanced degree in business
  • Accounting or legal experience
  • Securities license(s)


I N V E S T M E NT A D V I S O R Y  |  A D V A N C E D L I F E  I NS U R A N C E  D E S I G N | P R I V A T E C A P I T A L


W W W . S C H E C H T E R W E A L T H . C O M |  2 4 8 . 7 3 1 . 9 5 0 0 | B I R M I N G H A M , M I | N E W Y O R K , N Y | W E S T P A L M B E A C H , F L | L O S A N G E L E S , C A | B O S T O N , M A


Apply for Advisor/Wealth Advisor

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

All questions are required

Do you have a FINRA Series 7 license?

Do you have at least 250,000 in GDC?

Do you have a book of business that consists of high net worth* individuals?

By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs