60,000
Direct Hire
Direct Hire
Location Requirements:
On-Site
Job ID:
28822
Job Description
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
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