Are you a successful financial professional looking for a new opportunity to apply your skills in a highly supportive environment and want to help clients to achieve their dreams? We are looking to add an additional financial advisor to meet with and serve our existing clients as a member in the Selah Financial Services team approach. We currently have four financial advisors who perform all the duties of a financial advisor, including planning, and we have more demand than capacity. While there is not a lead generation expectation for this position, there is an expectation to retain and secure additional assets from existing clients.

People experience financial transitions throughout their lives. Whether it’s starting a family, sending their child to college, preparing for retirement or losing a spouse, we are there for our clients. The personal approach we use delivers a systematic solution that takes the client’s timeline, risk perception, goals, philosophies, and future needs into consideration. To be successful in this position, you must be committed to helping others.

Qualifications

You must have a BA/BS in business, finance or a similar field. An advanced degree or certification (CFP®, MBA, CPA) is desired. Three years of experience in the investment/insurance industry and an active Series 7 and 66 license is required. We believe in working hard for our clients, so a strong work ethic is required. The position requires empathetic interpersonal skills, exceptional verbal and written communication skills, ability to establish rapport with clients and coworkers, and the willingness to always put the clients’ needs first. You must have a working knowledge of and ability to communicate financial concepts. Lastly, we operate in an ensemble structure, therefore team integration is vital to the success of the position.

As a meeting advisor with our firm, your responsibilities will include:

• Conduct client meetings including initial meetings, paperwork signings, annual review meetings, financial
• planning-oriented meetings, and transaction-oriented meetings.
• Complete all necessary client facing and behind-the-scenes work required to service our existing clients
• and incoming leads according to Selah Financial Services service model and processes.
• Interact with clients to complete account level service, including but not limited to transactions, bank line
• changes, and beneficiary changes.
• Meet or exceed compliance requirements on a consistent basis.
• Play a significant role in a 99% or higher retention rate of right-fit clients
• Delegating and escalate follow-up client work, as appropriate.

Responsibilities

• Meet with clients
• Effectively coordinate with team members
• Follow through on client requested action items and service
• Follow and update procedures
• Coordinate with trade services
• Participate in client events

Success Factors

• Integrate well into the existing and future Selah team, which is a small tightknit group of people that works exceptionally hard.
• Embody the desire to do what is best for and empathetically relate to others. Advisors that are merely motivated by personal status, doing what is easiest for themselves, and are simply chasing dollars do not tend to thrive at Selah Financial.
• We are a Christian organization that services all kinds of people. This means that we pray together, openly discuss religion and politics, and work with clients regardless of their religious, political, or sexual orientation without judgment in these areas. Acceptance of others is required for success.
• Selah Financial Services is an established, family-oriented financial planning firm. Leveraging decades of experience and a refined approach to financial planning, our team is passionate about delivering high quality advice to both high net worth and mass affluent clients. We truly believe every client is an extension of our Selah family, therefore we view each client household as people, not simply as dollar signs. In an industry that drives towards dollars, it is the deep human connection that drives the success of Selah. Our office is located in Friendswood, TX and provides a comfortable, professional work environment. You will be joining a team of 9 advisors, consisting of 4 meeting advisors and 5 service advisors, and 10 service team members. The advisor team performs all the duties of a financial advisor, including current and future planning, wealth management, tax planning, charitable planning, and advanced insurance solutions. This meeting advisor position plays a key role on the Selah Team as we help our clients to make informed decisions, thereby allowing them to champion their dreams.