Talent.com
Regional Wealth Director
Regional Wealth DirectorGrimes & Co • Dallas, TX, United States
Regional Wealth Director

Regional Wealth Director

Grimes & Co • Dallas, TX, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Established Registered Investment Advisory firm seeking a Regional Wealth Director to join our growing team. The Regional Wealth Director will be assigned branches within Custodian Referral Programs to maximize the quality and quantity of referrals generated from those branches. The Regional Wealth Director will work with our Wealth Managers (WM) to facilitate new referrals to Grimes & Company and coordinate the sales process into a smooth transition. Success will be measured by the amount of net new assets and number of new clients onboarded and serviced each year. Additionally, the Regional Wealth Director will serve in a limited, but as needed capacity, with existing client relationships. Candidates local to Dallas / Fort Worth, TX are encouraged to apply.

Responsibilities

  • Prospect and cultivate the expansive opportunities offered by our existing referral networks.
  • Facilitate the continuation of business with producing Financial Consultants (FCs) as well as seek to generate business with non-producing FCs.
  • Coordinate referral business activities within FC’s and Grimes WMs. This includes prospect profiling, initial referral outreach, WM assignment, meetings and communication back to the FC.
  • Serve as ongoing conduit to communicate client updates back to FCs to deepen relationships
  • Learn current state of assigned branches and FCs
  • Overall business and segments of guidance used (internal and external products)
  • Maintain frequency of branch meetings and / or offsite FC events
  • Working knowledge of competition
  • Seek opportunities to host client facing seminars / webinars
  • Keep up to date with Referral Platform Rules and Regulations
  • Participate in the sales process where needed from referral to onboarding
  • Coordinate with WM’s who will be assigned new referral / relationship
  • Interview clients to determine their level of “fit” with Grimes
  • Participate in requisite meetings to onboard client

Client Service

  • Serve as lead advisor to new and existing clients of the firm, providing the highest level of service and support
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed to develop a financial plan
  • Work with clients to develop a financial plan and create an Investment Policy Statement
  • Maintain a high level of organization during a busy work day
  • Explain to clients the financial advisor's responsibilities and the types of services to be provided

    • Compliance

  • Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual.
  • Respond to the Chief Compliance Officer and other compliance personnel as required / requested for completion of various compliance tasks.

    • Requirements

  • Possess a desire to participate in the growth of an organization
  • Truly think in term of helping others achieve their goals
  • Possess strong time management and organizational skills
  • Dedicated team player with strong follow up, communication, and presentation skills
  • Being aware of others' reactions and understanding why they react as they do
  • Ability to adjust actions in relation to others' actions
  • Limited travel may be required

    • Education, Training & Experience

  • At least five years of relevant industry experience required
  • Bachelors degree required
  • Series 65 and CFP® preferred

    • Benefits

    We offer a comprehensive benefits package including :

  • 401(k) retirement plan
  • 401(k) match
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Flexible spending accounts
  • Health savings account
  • Life insurance
  • Disability insurance
  • Paid time off
  • Parental leave

    • Why Join Us?

  • Growth Opportunities : We invest in the professional development of our team members, offering training and career advancement pathways.
  • Collaborative Culture : Work in a supportive and innovative environment where your contributions are valued and recognized.
  • Competitive Compensation : Enjoy a comprehensive compensation package that rewards your expertise and dedication.

    • If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Regional Director • Dallas, TX, United States

    [internal_linking.related_jobs]
    Development Director

    Development Director

    TradeJobsWorkForce • 75242 Dallas, TX, US
    [job_card.full_time]
    Development Director Job Duties : Implement and execute annual fundraising plan to meet fundraising goal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Director, Alumni Engagement & Volunteer Networks

    Regional Director, Alumni Engagement & Volunteer Networks

    Penn State University • University Park, TX, United States
    [job_card.full_time]
    A leading university is seeking a Regional Director of Affiliate Groups to enhance engagement with alumni through strategic volunteer management. The role encompasses coaching volunteers, developing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Director

    Regional Director

    FirstService Residential • Dallas, TX, US
    [job_card.full_time]
    The Regional Director will be responsible for strategically managing client relationships by providing key business insights and expertise on all client situations that will ultimately drive loyalt...[show_more]
    [last_updated.last_updated_30]
    Regional Growth Leader - Strategic Sales & Partnerships

    Regional Growth Leader - Strategic Sales & Partnerships

    Fullcirclerestoration • Dallas, TX, United States
    [job_card.full_time]
    A leading property restoration firm in Dallas is seeking a Regional Sales Director to drive revenue growth and enhance client relationships. The successful candidate will lead the sales organization...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Development Director

    Senior Development Director

    Climate Cabinet • Dallas, TX, US
    [job_card.full_time]
    Role : Senior Development Director, Full-time Role Purpose : Scale up and lead Climate Cabinet's fundraising strategy to accelerate our impact in climate, democracy, and policy.Location and Travel Ex...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Sales Director

    Regional Sales Director

    Cotton Holdings Inc. • Dallas, TX, United States
    [job_card.full_time]
    We combine world‑class talent with a vast inventory of company‑owned assets to deliver exceptional results for natural disasters, large‑scale development projects, and more.Develop and implement sh...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Engagement Director

    Engagement Director

    Artech • Plano, TX, US
    [job_card.full_time]
    We are seeking a highly motivated Engagement Director to lead governance and reporting initiatives, ensuring strategic alignment and successful delivery of large-scale programs.This role requires s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Life Enrichment Director

    Life Enrichment Director

    Touchmark • Fairview, TX, US
    [job_card.full_time]
    ETHIC – Excellence, Teamwork, Hospitality, Integrity, and Compassion – steadfastly characterizes our mission to continually enrich the daily lives of residents.We practice these princip...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Director, Capital Markets - Texas & Southwest

    Regional Director, Capital Markets - Texas & Southwest

    ICE • Dallas, TX, United States
    [job_card.full_time]
    A leading financial services company is seeking a Regional Head for Capital Markets to attract companies to list on the NYSE. The ideal candidate will have over 8 years' experience in sales leadersh...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Dallas, TX, US
    [job_card.permanent]
    [filters_job_card.quick_apply]
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...[show_more]
    [last_updated.last_updated_30]
    MFM Regional Director One Mission Society Engaging the One to Reach the Many

    MFM Regional Director One Mission Society Engaging the One to Reach the Many

    Missio Nexus • Town of Texas, WI, United States
    [job_card.full_time]
    Represent Men for Missions (MFM) in Montana or Texas using your skills and contacts to challenge laymen to become involved with MFM through short-term mission involvement.Relate to churches, indivi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Sales Director

    Regional Sales Director

    AMN Healthcare • Dallas, TX, United States
    [job_card.full_time]
    Ever wondered what it takes to build one of the largest and most respected healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and exceptional people like y...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Leasing Director

    Regional Leasing Director

    Universitypartners • Dallas, TX, United States
    [job_card.full_time]
    Title : Regional Leasing Director.Reports to : Director of Leasing.Location : Downtown Dallas, Texas.University Partners is a vertically integrated real estate company specializing in the acquisition,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Wealth Management Consultant

    Sr Wealth Management Consultant

    Farm Bureau Financial Services • Dallas, TX, US
    [job_card.full_time] +1
    Must be located in one of the following states or open to relocation Arizona, Iowa, Kansas, Minnesota, Nebraska, New Mexico, South Dakota, Utah, Colorado, Idaho, Oklahoma.We are seeking an extremel...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Fundraising Business Development Director

    Fundraising Business Development Director

    Denver Staffing • Dallas, TX, US
    [job_card.full_time]
    By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitari...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Sales Director

    Regional Sales Director

    Cotton Holdings • Dallas, TX, US
    [job_card.full_time]
    Join our team! Are you passionate about driving business growth and building lasting client relationships? At Cotton Holdings, Inc. As a National Business Development professional, you'll play a vit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Sales Director, Strategic

    Regional Sales Director, Strategic

    Pluralsight • Dallas, TX, United States
    [job_card.full_time]
    Job Description : • •Pluralsight is the leading technology workforce development company.Over the last decade, we have transformed the tech skills development market, forever changing the way individu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director Of Business Development / Behavioral Health & IDD

    Director Of Business Development / Behavioral Health & IDD

    BrightSpring Health Services • Dallas, TX, US
    [job_card.full_time]
    Business Development Associate.Accelerate your career! We apply innovative solutions that improve patient outcomes through some of the industry's best and brightest business professionals, innovato...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]