Wealth Management Associate

Imprimis Group

Dallas, TX

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JOB DETAILS

SKILLS

Adobe Product Family, Analysis Skills, Communication Skills, Computer Skills, Customer Relations, Customer Support/Service, Establish Priorities, Estate Planning, Finance, Financial Regulations, Financial Reporting, High Net Worth, Investment Management, Investment Services, Microsoft Excel, Microsoft Outlook, Microsoft Word, Onboarding, Private Wealth Management, Tax Regulations, Time Management, Wealth Management, Webinar

LOCATION

Dallas, TX

POSTED

1 day ago

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

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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 firms 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

Bachelors 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

Provide highest standards of customer relationships and serve the financial needs of the firms 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

Bachelors 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

About the Company

Imprimis Group

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