Wealth Management Associate

This is an opportunity to work closely with the President and Chief Investment Officer in building relationships with high-net-worth individuals and families nationwide in expanding their investment portfolios. The ideal candidate will have a degree in Finance or relevant field and experience working one to two years (and can include an internship) in a financial investment or wealth management firm.

WEALTH MANAGEMENT ASSOCIATE

DIRECT HIRE

DALLAS, TX |ONSITE

 

 

Seeking a junior wealth management associate for an established boutique private wealth management firm in Dallas, TX. The ideal candidate will have a degree in Finance or relevant field and experience working one to two years (and can include an internship) in a financial investment or wealth management firm. This is an opportunity to work closely with the President and Chief Investment Officer in building relationships with high-net-worth individuals and families nationwide in expanding their investment portfolios

.

EXTRAORDINARY BENEFITS: 90% EMPLOYEE PAID HEALTH BENEFI

TSSEP-IRA ELGIBILITY | EXCELLENT PTO BENEFITS | PRIVATE OFFICE | BONUS ELIGIBILI

TYCOURSEWORK REIMBURSEMENT | COMPENSATION $60k BASE WITH BONUS ELIGIBILITY

JOB RESPONSIBILITIES

• Provide highest standards of customer relationships and serve the financial needs of the firm’s clientele
• Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management
• Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships
• Prepare, file, and update account and client-related documents
• Update daily, monthly, and quarterly data and reports related to financial portfolios
• interact with clients and assist with non-investment-advice matters
• Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time

 

QUALIFICATIONS AND SKILLS

• Bachelor’s degree from 4-year university in a finance or relevant field
• Preferably currently working as an associate, specialist, or intern in a wealth management or financial investment firm
• Strong communication skills, both verbally and in written
• Strong computer skills (Excel, PPT, Word, Outlook, Adobe)
• Able to work onsite M-Thursday and ½ day on Friday
• Be adaptable and learn new concepts, systems, and software quickly
• Be able to complete projects timely, effectively, efficiently, and accurately
• Work well without supervision by being able to set priorities
• Be able to maintain confidentiality and be loyalty and trustworthiness
• Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner
• Be able to work well with high-net worth clients, colleagues, and vendors

WEALTH MANAGEMENT ASSOCIATE

DIRECT HIRE

DALLAS, TX |ONSITE

 

 

Seeking a junior wealth management associate for an established boutique private wealth management firm in Dallas, TX. The ideal candidate will have a degree in Finance or relevant field and experience working one to two years (and can include an internship) in a financial investment or wealth management firm. This is an opportunity to work closely with the President and Chief Investment Officer in building relationships with high-net-worth individuals and families nationwide in expanding their investment portfolios

.

EXTRAORDINARY BENEFITS: 90% EMPLOYEE PAID HEALTH BENEFI

TSSEP-IRA ELGIBILITY | EXCELLENT PTO BENEFITS | PRIVATE OFFICE | BONUS ELIGIBILI

TYCOURSEWORK REIMBURSEMENT | COMPENSATION $60k BASE WITH BONUS ELIGIBILITY

JOB RESPONSIBILITIES

• Provide highest standards of customer relationships and serve the financial needs of the firm’s clientele
• Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management
• Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships
• Prepare, file, and update account and client-related documents
• Update daily, monthly, and quarterly data and reports related to financial portfolios
• interact with clients and assist with non-investment-advice matters
• Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time

 

QUALIFICATIONS AND SKILLS

• Bachelor’s degree from 4-year university in a finance or relevant field
• Preferably currently working as an associate, specialist, or intern in a wealth management or financial investment firm
• Strong communication skills, both verbally and in written
• Strong computer skills (Excel, PPT, Word, Outlook, Adobe)
• Able to work onsite M-Thursday and ½ day on Friday
• Be adaptable and learn new concepts, systems, and software quickly
• Be able to complete projects timely, effectively, efficiently, and accurately
• Work well without supervision by being able to set priorities
• Be able to maintain confidentiality and be loyalty and trustworthiness
• Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner
• Be able to work well with high-net worth clients, colleagues, and vendors