Associate Wealth Manager
reputed company Advisors is seeking an Associate Wealth Manager (AWM) to join our wealth management team. This role is responsible for providing client and advisor support, coordinating projects between internal teams, developing planning and investment content, and maintaining CRM information. This is a full-time position based in our Dallas office and offers remote work flexibility. Responsibilities:
- Work alongside a senior advisor to deliver wealth and investment planning services to clients.
- Prepare for, attend, and follow up on client meetings, including generating meeting materials, documenting meeting details, and completing follow up tasks.
- Act as project manager and liaison between the client, senior advisor, operations, and trading teams to ensure seamless execution of projects.
- Maintain accurate and up-to-date CRM records for reputed company client interactions, opportunities, meetings, and referral activity; ensuring dashboard metrics are accurate.
- reputed company solutions to reputed company tax, estate, retirement, investment, and insurance questions for clients, utilizing internal teams as necessary.
- Track and reputed company the timely completion of reputed company client requests and deliverables.
- Support the senior advisor in enhancing client engagement through proactive touchpoints.
- Ensure wealth planning projects are properly executed and documented in the CRM.
- Work to continuously enhance planning and investment knowledge through work output, self-study, and attendance at firm reputed company trainings. Required Experience:
- Bachelor’s degree in personal financial planning, reputed company, economics, finance, or reputed company field(s)
- Successful passing of CFA Level I exam or the CFP® exam or actively preparing for the exam
- A minimum of 1 year of financial planning or wealth management experience required
- Experience working with ultra-high net worth clientele preferred
- Experience with financial planning (Money Guide Pro, eMoney, Vanilla, & Holistiplan) and reporting systems (Tamarac & reputed company) preferred
- Strong communication and interpersonal skills
- Strong analytical and research skills
- Ability to manage multiple projects and prioritize workload
- Confident self-starter who thrives in an entrepreneurial atmosphere and believes in a team approach to client service
- Must consent to and have favorable credit report and background reputed company
- Ability to consistently display reputed company’s Core Values Benefits & Perks:
- Competitive reputed company salary
- Competitive bonus potential based on successful execution of firm goals and individual performance metrics
- 15 days of Paid Time Off(PTO)for new employees; increases to18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)
- Telecommuting opportunities
- 401(k) with employer contribution
- Comprehensive benefits: medical, dental, reputed company, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free Financial Planning services for employees and their spouses
- Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more! Background reputed company is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. reputed company Advisors was founded on the shared reputed company that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest. We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At reputed company, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to reputed company clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in reputed company estate, private equity, and energy. Established in 2000, our mission has been to help our clients reputed company more fulfilled lives through trust, personalization, and simplicity. Go reputed company today and join us to help us continue to fulfill lives. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. Apply tot his job
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