About Evergreen Wealth
Evergreen Wealth is led by fintech pioneer, Bill Harris. He ran TurboTax, was CEO of PayPal, and founded Personal Capital, which grew to a $25 billion investment firm. Our mission is to help high-earning, affluent investors attain their financial goals through personalized and tax-efficient investment strategies. As a fee-only fiduciary, we use purpose-built technology to create personalized portfolio solutions while providing responsive advice that meets our clients where they are.
Who We Are
We're a dynamic, early-stage RIA reimagining investment management and financial advice. Our team has deep industry experience across several of the industry's most disruptive companies over the past two decades. Today, our team is committed to leading the next evolution of financial advice - an era focused on net-of-tax results and personalized, responsive financial advice. We believe in two closely held principles: (1) Our clients deserve tailored, actionable advice when they want it (not on some predetermined schedule by us) and (2) It’s not about what you earn, it’s about what you keep!
Role Overview
The Financial Advisor will be at the forefront of our company’s mission and instrumental in expanding our client base, creating client relationships, and growing assets at Evergreen, a Registered Investment Advisor. The Financial Advisor role focuses on building relationships and converting prospects to clients. Relationship building, communication, and strong financial planning knowledge is needed to engage prospective clients. This role is a Monday-Friday onsite role in Plano, Texas.
Key Responsibilities
- Be a product expert, articulate the unique value proposition of Evergreen Wealth, and seamlessly guide clients through enrollment and funding their accounts.
- Prospecting by leveraging inbound and outbound calls, chat, SMS, and emails to spark interest, create impactful first impressions, and create an understanding of Evergreen's product offerings.
- Apply industry knowledge and financial concepts to client interactions.
- Establish rapport, assess client needs, gauge interest and establish credibility in Evergreen Wealth and our offerings.
- Collaborate effectively with your team and company, contributing to company-wide Assets Under Management goals.
- Ensure all activities and client interactions adhere to regulatory requirements and internal compliance policies, maintaining accuracy and confidentiality.
- Adapt and learn quickly.
Qualifications
- Outstanding written and verbal communication skills with the ability to build trust and communicate complex concepts clearly.
- FINRA Series 65 or equivalent.
- At least two years of sales experience or working in a financial services capacity.
- Self-motivated and able to self-manage activity to create success for clients.
- Knowledge of investment products, services, and financial advisory concepts.
- Excellent operational, time management, and follow-up skills.
- Tech-savvy, with the ability to navigate multiple systems simultaneously to respond to customer inquiries (CRM fluency with apps and navigating technology).
Why Evergreen Wealth?
- Start-up Equity (ask us why this is so important)
- Free lunches
- Up to $1500 monthly contribution toward medical benefits
- Significant growth opportunity
- Bi-Monthly team events
- Latest MacBooks
Top Skills
What We Do
We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.
Evergreen Wealth Corporation is a fintech, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Investment advisory services provided by Evergreen Wealth Advisors.
Evergreen Wealth Advisors, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652-Legal
The content provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.
Social Media disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/articles/32313396107284
Account disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652
