Career Opportunities

Para-Planner / Specialist-Career Opportunity: SEPTEMBER 25, 2017 

 

The Para-Planner position is either a licensed or an unlicensed position that serves as the expert on all technology tools needed in the practice.  This includes E-money, Morningstar, Wealth View, Insurance Illustrations and any other software deemed by the advisor to be needed in the practice. 

Roles/Duties

  • Creation of consultative and full fundamental plans
  • Create managed account proposals
  • Other duties as assigned
  • Stay up to date and fully knowledgeable on all needed technology to fulfill position

Production Expectation

  • Complete all design and communicate with the advisor on proofing and editing of plan
  • Utilize Morningstar to assist the advisor in research and portfolio development

Compensation

  • Salary: Negotiated with managing partner

Quarterly Objectives

  • Efficiently and effectively handle 100% of all assigned case work
  • Completion of all necessary plans and proposals done on time
  • 100% competency in all software packages needed to fulfill position
  • 100% attainment of service turnaround goals

Annual Objectives

  • 100% efficiency in all software packages needed to fulfill position
  • 100% of staff goals achieved
  • Handled all duties effectively and efficiently
  • Completion of all necessary plans and proposals done on time  

1862813AL_AUG19 

 

Financial Advisor-Career Opportunity

Company Overview:

Wealth Development Strategies LLC, whose history dates back to 1969, is a true reflection of Houston and its rich and diverse culture. At our firm, we utilize the cumulative experience and expertise of our advisors and staff to better serve our clients. We are committed to excellence and foster an innovative and creative planning environment in which our advisors deliver careful analysis, insightful recommendations and objective solutions.

We offer comprehensive financial planning services, as well as insurance and investment advisory services to both individuals and business professionals. Our advisors have the expertise, qualifications and experience to handle clients' financial needs and objectives regardless of there size, complexity or sophistication.

Description of Opportunity:

Wealth Development Strategies LLC is seeking a motivated entrepreneurial minded financial advisor who wants to help people achieve a better way of life through financial independence.  Prospective advisors need to be self motivated and have a strong desire to develop their own planning practice in a supportive environment. We have found that our successful advisors stem from many backgrounds and varied initial experience levels.  Our successful advisors team consist of career changers, entry level advisors and experienced advisors. If you have a larger vision for your career than your current environment can support, we’d like to meet with you.

Benefits of Association:

  • Advance Sales Environment
  • Excellent Sales, Marketing and Practice Management Systems
  • Excellent payouts and retirement benefits with short vesting schedule
  • Signing Bonus and transition allowance or overhead support may be available
  • Beautiful centrally located offices

Expectations of Associates:

We’ve found that there are several important personal qualities that contribute to the success of our advisors. We look for people who have a strong track record of success and extraordinary interpersonal skills. The ideal advisor should be:

  • Driven
  • Goal Oriented
  • Entrepreneurial Minded 
  • Pro-active and self-motivated
  • Ethical

Qualifications:

  • Bachelors Degree Preferred
  • Advanced designation (i.e. CFP, CLU, ChFC) a plus
  • Must hold the Life, Accident & Health license (Group 1)
  • Series 6 or 7 and 63 and 65 or 66 registrations
  • Ideally has 3 to 5 years experience

Contact our Managing Director & COO, Devaron M. Yates, to learn more about career opportunities at (713) 561 - 8119. Please visit the company website: www.wealthdevelopmentstrategies.com to gain more insight about Wealth Development Strategies LLC and the products that we offer.

 

At Wealth Development Strategies LLC, we’re not just committed to growing our clients' wealth, we’re also dedicated to growing our associates' financial planning practices. We believe in professional development and teaming seasoned veterans with new associates to cultivate the next generation of highly-trained and knowledgeable financial advisors. Here, everyone is encouraged to achieve their highest potential and professional fulfillment.

 


 
If you are interested in joining our team, please send your résumé and a cover letter discussing your qualifications and experience.
 
Devaron M. Yates

Managing Director & COO

Wealth Development Strategies, LLC
4203 Montrose Blvd. 5th Floor
Houston, TX  77006

Phone: (713) 561-8119


Email:  Devaron_Yates@wealthdevelopmentstrategies.com