Investment Advisor Representative - Be an Advisor, Not a Prospector
United Advisors America · Prosper, TX · Full-Time · In Person · $75,000–$100,000+ plus bonus
United Advisors America is a growing SEC-registered investment adviser headquartered in Prosper, Texas. We're looking for an experienced, personable Investment Advisor Representative to join our internal advisory team.
This isn't a traditional advisor role. You won't cold call, buy leads, build a prospecting pipeline, or develop your own book of business. Instead, you'll work with established clients alongside our external advisors through our Co-Advisor Program. They focus on bringing new clients and assets to the firm. You manage those clients' ongoing investment and service needs, so the external advisors can keep growing the business.
If you enjoy investments, working with clients, and solving financial problems, but would rather spend your time advising than searching for clients, this may be an excellent fit.
What you'll do
- Help establish new accounts, documentation, and asset transfers, and invest new client assets promptly
- Handle ongoing account needs, including deposits, withdrawals, and distributions
- Monitor and rebalance client portfolios
- Conduct annual client reviews and take part in other client meetings
- Answer day-to-day client questions and service needs
- Develop investment proposals and portfolio recommendations tailored to each client's objectives, risk toler
