The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.
Essential Responsibilities- Input data into financial planning software
- Prepare comprehensive financial plans, reviews, reports and client presentations
- Prepare Senior Advisor and staff in advance to client meetings
- Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
- Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
- Implement approved financial plans and investment strategies
- Develop and deepen client and prospect relationships
- Respond directly to client requests
- May perform basic investment research and research client's company benefits
- Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Qualifications- Bachelor's degree in Finance, Business, Accounting or Financial Planning required
- Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
- Three or more years working experience in similar industry
- Have attained CFP, CFA, or CPA designation
- Currently possess or pursuing the Series 65 securities licenses
- Strong technical and interpersonal skills
- Confident, poised and professional in appearance
- Ability to take on creative challenges and manage workload on tight deadlines
- Ability to collaborate and contribute to a team environment
- Must be willing to relocate to Houston, TX
What We Offer- Collaborative, Positive Teammates
- Advancement Opportunities
- Autonomy in Your Role
- Professional Development Options
- Rewarding Work That Matters
Compensation & Benefits- Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance
- Total Compensation range with Bonus = $115,000 - $170,000.
- 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
- Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
- 11 paid holidays and 15 PTO days to use at your discretion.
- Employer paid Health/Dental/Vision insurance premiums for individuals and families.
- Employer HSA contributions
- Employer paid Life and Long-Term Disability
