Associate Wealth Advisor (AWA)
Mariner, Plano, TX, United States
As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning
Qualifications
Bachelor’s degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
CFP designation or Series 65 required
Skills & Knowledge
Understanding of wealth management including fee‑based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra‑high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Strong attention to detail; excellent organizational and time management skills in a high‑energy environment to manage multiple priorities
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work‑life balance.
EOE M/F/D/V
#J-18808-Ljbffr
Responsibilities
Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning
Qualifications
Bachelor’s degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
CFP designation or Series 65 required
Skills & Knowledge
Understanding of wealth management including fee‑based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra‑high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Strong attention to detail; excellent organizational and time management skills in a high‑energy environment to manage multiple priorities
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work‑life balance.
EOE M/F/D/V
#J-18808-Ljbffr