Job Description
My client, Avidian Wealth Solutions is a Houston-based, privately-owned Registered Investment Advisor (RIA) dedicated to delivering fiduciary, client-first wealth management. Our Mergers & Acquisitions (M&A) division drives firm growth by recruiting top-tier financial advisors to join our mission of transforming lives through comprehensive financial planning in the Registered Investment Advisory space. We’re seeking a driven Advisor Recruitment Associate/ Engagement Associate - M&A to join our collaborative, high-energy team and play a pivotal role in expanding our advisor network.
What You’ll Do
As an Engagement Associate, you’ll partner with our M&A Business Development team to identify, engage, and onboard prospective financial advisors. Your primary focus will be generating interest through strategic outreach, managing a robust pipeline of candidates, and coordinating key touch points, including home office visits. Key responsibilities include:
- Conduct high-volume outreach to connect with prospective advisors.
- Secure qualified meetings per week for the Advisor Sales Team.
- Coordinate schedules and logistics for home office tours, ensuring a seamless candidate experience.
- Manage and update candidate pipelines using our CRM system.
- Provide concise, written summaries of candidate interactions to support the sales team.
- Develop a deep understanding of the financial advisor landscape to field basic candidate questions confidently.
Who You Are
You’re a proactive communicator with a knack for building relationships and thriving in a fast-paced, goal-oriented environment. You bring:
- Proven Phone Sales Experience : Comfortable with cold calling and engaging high-net-worth professionals.
- Exceptional Communication Skills : Clear, persuasive, and professional in verbal and written interactions.
- Strong Organizational Skills : Adept at managing multiple priorities, calendars, and follow-ups.
- Team-Oriented Mindset : Collaborative, positive, and committed to collective success.
- Tech Savvy : Proficient in MS Office Suite (Outlook, Excel, Word, PowerPoint) and CRM platforms.
- Education : Bachelor’s degree preferred.
Why Join Avidian?
- Impactful Work : Play a key role in growing our firm by connecting talented advisors with Avidian’s mission.
- Lucrative Compensation : Earn a competitive base salary plus uncapped bonus potential based on performance.
- Comprehensive Benefits : Enjoy health, dental, and vision insurance, a retirement plan, paid time off, and professional development support.
- Collaborative Culture : Work alongside a passionate team in our vibrant Houston City Centre office, with opportunities for growth and mentorship.
Location & Hours
This role is based in our Houston, TX (City Centre) office with standard hours of 8 AM–5 PM, Monday through Friday. Some flexibility may be available based on performance and business needs.
Ready to Make an Impact?
If you’re excited to drive Avidian’s growth and connect with top financial advisors, apply today! Please submit your resume and an optional brief cover letter highlighting your sales experience.
Job Tags
Home office,