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Sr. Wealth Associate

2 months ago

Houston, United States Linscomb Wealth Full time
Position Title:Wealth Advisor Residency Program Chair

Reports To:LW Wealth Advisor

FLSA Status: Exempt

Summary

In this entry-level position, wealth associates will gain exposure in many areas of the firm with the expectation that their career may advance towards that of a wealth advisor with a book of business or other LW internal team.

Client Responsibilities
  • May be asked to participate in client meetings with a WA 1-3
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-up
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 Requirement
  • No prior professional work experience required
  • Industry related internship experience is a plus
Skills Required
  • Proactive and strong work ethic
  • Ability to multi-task, prioritize and meet deadlines
  • Professional appearance and demeanor
  • Ability to work well in a team environment
  • Proficient with Microsoft Word and Excel
  • Strong writing skills
  • Experience with a CRM Database, Document Management software, eMoney or other Financial Planning software is a plus
Skills Being Developed
  • Core knowledge of the wealth management industry, the fiduciary model, and wealth planning concepts
  • Knowledge of the firm's wealth planning and other core systems
  • Knowledge of technology solutions used by the firm
  • Reviews, mentors, and trains CS team members
  • Assists and directs CS team with regards to more complex client situations
  • Provides consultation and recommendation to CS Manager
Supervisory Responsibilities
  • This job has no supervisory responsibilities


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)