Associate Advisor
2 weeks ago
This Wealth Advisor opportunity is for an independent RIA that serves the wealth management needs of UHNW families and individuals. This role will support a Senior Wealth Manager, delivering financial planning and investment advice to clients, and upholding the commitment to integrity and excellence in service. This role is not expected to source new client relationships, but there is a financial incentive for successful business development efforts.
Duties & Responsibilities
- Support Senior Wealth Managers in delivering financial planning solutions and investment advice to clients
- Collaborate with advisory teams to address complex tax, estate, retirement, and insurance issues for clients
- Build professional, deep relationships with clients who have been with the firm for years
- Participate in training and development programs for career advancement
- Adhere to confidentiality standards when handling client matters
- Self-starter who thrives in a team approach to client service while thriving in an entrepreneurial atmosphere
Qualifications
- Bachelor’s degree in Personal Financial Planning or a relevant finance-related field, with a minimum GPA of 3.0
- CFP designation (or current progress towards it)
- 2-8 years of financial planning expertise, preferably serving HNW or UHNW clients
- Proficiency with Financial Planning Software (e. Tamarac, MoneyGuidePro, E-Money, Schwab)
- Strong interpersonal skills and ability to work effectively as a team
- Proficient in Outlook and Microsoft Office
- Ability to manage multiple projects while maintaining confidentiality
- Excellent work references
Benefits
- Competitive base and bonus structure
- Generous PTO and 401(k) with employer contribution
- Volunteer days off
- Remote work opportunities
- Insurance coverage
- Free financial planning services for employees and their spouses
- Engaging, collaborative, and lively office vibe
-
Student Advisor
2 months ago
Dallas, United States West Coast University Full timeServing as the primary point of contact for all campus students during their academic career, and reporting to the Director, Student Affairs, the Student Affairs Advisor is the principal advising resource for students and is responsible for enhancing Student, Advisor, Student Advisor, Education, Associate, Support
-
Block Advisors Tax Advisor
4 weeks ago
Dallas, United States H&R Block Full time**499066BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...
-
Client Advisor
1 week ago
Dallas, United States Neiman Marcus Full timeCompany Description NMG, a leading luxury retail company, is the home of renowned brands Neiman Marcus and Bergdorf Goodman. We prioritize building strong relationships with our customers, associates, brand partners, and communities. Our integrated luxury retail strategy focuses on creating long-term connections that result in emotional and high-value...
-
Financial Advisor
2 weeks ago
Dallas, United States First Command Full time4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Directly engage...
-
Best Financial Advisor Books
4 weeks ago
Dallas, United States News Business Insider Full timeManaging finances can be a daunting task, and seeking advice from a trusted financial advisor can make all the difference. Whether you’re an aspiring financial advisor or an individual seeking guidance on managing your finances, reading the best financial advisor books can provide valuable insights and knowledge. In this section, we will review some of...
-
Associate Science and Medicine Advisor
6 days ago
Dallas, United States American Heart Association Full timeOverview As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Association, your contribution matters, and so does your career. The American Heart...
-
Associate Science and Medicine Advisor
6 days ago
Dallas, United States American Heart Association Full timeAs we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Association, your contribution matters, and so does your career. The American Heart...
-
Retail Service Advisor
7 days ago
Dallas, United States The ODP Corporation Full timeOverview At Office Depot Inc., the Services Advisor is a part-time role, providing “total solutions” to our customers encompassing Technology, Services, Furniture and Print offerings. The associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing training of Technology products/services and print...
-
Sr Wealth Advisor
1 day ago
Dallas, United States UMB Financial Corporation Full timeThe Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we...
-
Client Relations Associate II
6 days ago
Dallas, United States Equity Trust Full timeJOB OVERVIEW The role of a Client Relations Associate II (CRA II) is vital in ensuring seamless operations and exceptional service to financial advisors. This position entails providing Tier I and Tier II technical training and software support, as well as assisting with advisor transactions and resolving issues promptly. The CRA II also plays a key role in...
-
Client Relations Associate II
6 days ago
Dallas, United States Innovayte Full timeThis position is based out of our Dallas, TX office and is eligible for a hybrid schedule after training period.JOB OVERVIEWThe role of the Client Relations Associate II (CRA II) is vital in ensuring seamless operations and exceptional service to financial advisors. This position entails providing Tier I and Tier II technical training and software support,...
-
Service Advisor
2 weeks ago
Dallas, United States Freeman Auto Group Full timeService Advisor – Freeman ToyotaWe need a Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welcome and confident that their needs are being met, then our dealership may be your next career...
-
National Sr. Advocacy Advisor
6 days ago
Dallas, United States American Heart Association Full timeOverview As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career. The American Heart Association has an excellent opportunity for a National Senior Advocacy Advisor. Location...
-
Client Advisor
1 month ago
Dallas, United States Armani Group Full timeJOB DESCRIPTION Client Advisor | A|X North Park | Part-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , passion for the brand, exemplify the company’s...
-
Service Advisor
6 days ago
Dallas, United States World Class Automotive Organization Full timeExperienced Service Advisor - Planet Ford Dallas Planet Ford Dallas is in need of a Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welcome and confident that their needs are being met, then...
-
Onboarding Client Relations Associate
6 days ago
Dallas, United States Equity Trust Full timeJOB OVERVIEW The Onboarding Client Relations Associate is responsible for coordinating and executing successful new Advisor, Third Party Manager and Broker Dealer transitions onto the EAS platform. The Onboarding Client Relations Associate will partner with the Business Development Manager, EAS Product Development Team, Operations Manager, and a...
-
Vendor Management Associate
4 weeks ago
Dallas, United States Sixth Street Inc Full timeAbout Vendor Management The Vendor Management team is responsible for managing complex contracts, direct vendor relationships, and vendor oversight compliance. This team is responsible for providing necessary information and consultation to Senior Business Leaders & functional partners to support the management of their vendor population and enable...
-
Operations Associate
1 week ago
Dallas, United States Parallel Advisors Full timeJob DescriptionJob DescriptionJob Summary:The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the...
-
Vendor Management Associate
3 weeks ago
Dallas, United States Sixth Street Specialty Lending, Inc. Full timeAbout Vendor Management The Vendor Management team is responsible for managing complex contracts, direct vendor relationships, and vendor oversight compliance. This team is responsible for providing necessary information and consultation to Senior Business Leaders & functional partners to support the management of their vendor population and enable...
-
Vendor Management Associate
6 days ago
Dallas, United States Sixth Street Inc Full timeAbout Vendor Management The Vendor Management team is responsible for managing complex contracts, direct vendor relationships, and vendor oversight compliance. This team is responsible for providing necessary information and consultation to Senior Business Leaders & functional partners to support the management of their vendor population and enable...