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Wealth Management Associate
Plano, TX
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Job Description: Wealth Management Associate

Company Overview: 

     We are seeking a dynamic and energetic Wealth Management Associate to deliver exceptional customer service to our clients. This individual will be a crucial member of our wealth management team, providing independent advice and customized service. This is an excellent opportunity to join a rapidly growing firm with competitive compensation and expanding responsibilities.

Compensation: $50,000 - $75,000 - Hybrid


·      Develop and execute strategies for sales initiatives aimed at expanding our client base and securing new business opportunities.

·      Utilize a consultative sales approach to understand potential clients' needs and demonstrate how our wealth management services can provide value to them.

·      Build and maintain strong relationships with prospective and existing clients, positioning our firm as a trusted advisor in wealth management.

·      Collaborate with the marketing and sales teams to identify new business opportunities and tailor services to meet the specific needs of clients.

·      Engage in networking events and industry conferences to promote our services and gather insights on market trends that can be leveraged to attract new clients.

·      Manage and execute a variety of projects and requests related to client service, including preparation for client meetings, and delivering results.

·      Collect and input financial planning information using financial planning software and collaborate with senior advisors on planning results.

·      Prepare and deliver investment performance, market updates, and financial forecasts to clients.

·      Implement portfolio changes and rebalancing based on research and trading team recommendations.

·      Serve as a liaison with other departments, maintaining high levels of communication and professionalism.


·      2 - 5 years relevant industry experience preferred.

·      Proficiency in Microsoft Office.

·      Bachelor's degree in business, finance, or accounting.

·      CFP or related certification preferred.

·      Excellent communication and presentation skills.

·      Strong prioritization and multitasking abilities.

·      Ability to delegate, follow up, and work effectively in a team environment.


·      Competitive salary including yearly bonuses.

·      Comprehensive health coverage.

·      Paid time off, sick leave, and paid holidays.

·      A dynamic and supportive work environment in a rapidly growing firm.

·      Opportunities for professional development and certification along with financial growth.

Why Join Us:

Be part of a team that values integrity, professionalism, and a desire to help clients achieve their financial goals. Enjoy the independence to drive your career forward and the potential to grow your income based on your efforts.


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