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Sr Wealth Associate
Houston, TX
Job Description
DescriptionQualifications
Education
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
Position Title: Senior Wealth Associate
Reports To: Wealth Advisor - Team Lead
FLSA Status: Exempt
Department: LW Wealth Advisor
Summary
Senior Wealth Associates are pursuing the Wealth Advisor career path and actively participating in a Wealth Advisory Team. In this position, they are gaining exposure in all areas of Wealth Management, working closely with Wealth Advisors and various departments.
Client Responsibilities
- Participate, take notes, and present in client meetings
- Coordinate with client for data
- Outline/summarize client meeting, recommendations, and action items
- Draft client emails subject to review by WA or TL
- Other client meeting preparation or follow up as needed
Team Responsibilities
- Participate and be a valuable contributor in various team meetings across departments
- Assist a wealth advisory team in development of financial plans and recommendations
- Assist a wealth advisory team with client onboarding and servicing
- Help prepare materials needed for client meetings and follow-ups
- Train other Wealth Associates
Firm Responsibilities
- Understand and support the firm's vision, mission, and strategy
- Engage in teambuilding and integrate into the culture of the firm
- Participate in the Wealth Advisor Residency Program
Degrees and Designations
- Bachelor's degree (B.A. or B.S.) from a four-year college or university, in Financial Planning, Finance, Accounting, or other business-related degree
Experience Requirements
- Professional work experience required
- Successfully completed the CFP exam (or within 6 months)
- Satisfy all responsibilities and requirements of Wealth Associate role
Performance Measures
- Development of technical, communication, and presentation skills
- Expertise in software packages
- Active pursuit and completion of CFP designation
- Mastery of required skills
Skills Required
- Professional appearance and demeanor
- Proactive and strong work ethic
- Ability to multi-task, prioritize and meet deadlines
- Teamwork, time management, and attention to detail
- Strong writing skills
- Technical knowledge in financial planning software and other tools
Skills Being Developed
- Develop expertise in wealth planning and familiarity with developing financial plans for clients
- Specialties and niches within wealth planning such as investments, budgeting, taxes, risk management or estate planning
Supervisory Responsibilities
- This job has no supervisory responsibilities.
Education
Bachelors (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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