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Wealth Planning Associate

2 months ago

Houston, Texas, United States Linscomb Wealth Full time
{"Job Title": "Associate Wealth Advisor", "Job Summary": "At Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As a key member of our Wealth Advisory team, you will play a critical role in advancing your career and developing your expertise in wealth planning and advisory services.

Responsibilities:

* Draft and deliver financial plans, answer client questions, and ensure action items are completed
* Implement financial plans and recommendations under the guidance of Wealth Advisors and the Wealth Management and Investment Committees
* Develop and manage client communication and relationships
* Begin to build your client book

Team Responsibilities:

* Support Wealth Advisors and the team as needed
* Guide the quality and timeliness of other Wealth Associates
* Lead various projects for the Wealth Advisory team
* Support succession goals of the Wealth Advisory team
* Assist with research and creation of educational and training materials
* Assist the Wealth Advisory team with client onboarding and servicing

Firm Responsibilities:

* Understand and support the firm's vision, mission, and strategy
* Participate in various strategic firm projects and initiatives
* Participate in the Wealth Advisor Residency Program

Requirements:

* Bachelor's degree (B.A. or B.S.) from a four-year college or university, with a degree in Financial Planning, Finance, Accounting, or other business-related degree
* CFP Certification
* Completion of Senior Wealth Associate requirements
* Typically, 3-6 years of experience

Performance Measures:

* Mastery of technical, communication, and presentation skills
* Expertise in wealth planning, technology, software, etc.
* Years of experience and number of clients serviced

Skills Required:

* Professional appearance and demeanor
* Proactive and strong work ethic
* Teamwork, time management, and attention to detail
* Strong writing and communication skills with clients and team members
* Mastery of firm's procedures and processes
* Knowledge in general wealth planning and basic financial analysis
* Technical knowledge in financial planning software and other tools

Skills Being Developed:

* Maintaining relationships and communicating with clients effectively
* Further building knowledge base within wealth planning/advisory and niche areas
* Building business development and relationship management skill set
* Pursuit of additional designations encouraged

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 c)"}