Summary:
We are looking for a great fit for our team. The role could range from a financial planner to advisor depending upon experience and your own career goals. We can train skills for the person who is the right fit for our team.
Qualities:
Looking for a driven individual who has a passion for serving clients who works well in a collaborative team environment. Colleagues who have been successful in this role balance a high degree of technical skill with excellent personal skills.
About Exencial Wealth Advisors:
Exencial Wealth Advisors is a planning-based firm focusing on tax planning, financial planning, and estate planning with in-house services for investment management and tax preparation. We manage about $3 billion in Oklahoma, Texas, Connecticut and North Carolina with around 75 employees. We believe there is always a niche for excellence in serving clients, so we are always looking to raise the bar and are looking for employees to partner with us in this endeavor.
Wealth/Financial Advisor Job Description:
Oversees client relationships to meet their financial needs. We are a very collaborative firm where you will typically work with a planner, our tax team, estate planning team, and relationship manager to meet their needs. Our services are priced attractive in the market which has aided in client retention and attraction. We are not a hard-selling finance firm and believe in positioning ourselves as a consultant to clients and work continually elevate our service to our clients.
Required Skills, Experience, Education