Wealth Management Associate

3 weeks ago


Southlake, Texas, United States BakerAvenue Full time
Job Overview

BakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a key member of our team, you will provide administrative and client engagement support, ensuring seamless delivery of our wealth management services.

Responsibilities:

  • Provide exceptional client service by collecting, organizing, and managing client information.
  • Generate, prepare, and update client meeting materials and proposals in collaboration with our advisors.
  • Ensure key client information, risk score, and documentation are up-to-date.
  • Utilize professional judgment and communicate effectively with colleagues to deliver outstanding service to our clients.

Requirements:

  • Bachelor's degree
  • Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP) designation preferred, but not required
  • Past experience in financial planning or wealth management preferred
  • Confidence to work directly with senior leaders and high-net-worth clients
  • Excellent written and verbal communication skills, time management, and ability to multi-task and prioritize work

Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance – $75 monthly
  • Bereavement leave – 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave – up to 100% of salary for 12 weeks
  • Donation match – up to $500 annually
  • Vacation PTO
  • Birthday PTO
  • Learning and Development stipend – up to $1000 annually
  • Volunteer PTO – 1 day per quarter
  • Monthly cell phone allowance – $75 monthly

BakerAvenue is an equal opportunity employer and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



  • Southlake, Texas, United States Soltis Investment Advisors Full time

    About the RoleSoltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, is seeking a skilled Wealth Management Professional to join our fast-growing Texas team.Your ResponsibilitiesAs a Wealth Management Professional, you will:Manage a portfolio of over 100 clients, providing ongoing service and cultivating strong...


  • Southlake, Texas, United States Charles Schwab Full time

    Empower Your Career with SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Sr. Manager, Wealth Advisor within our Schwab Wealth Advisory team, you'll have a direct impact on the lives of clients, working as a fiduciary to deliver an exceptional client experience. Our advice philosophy empowers you...


  • Southlake, Texas, United States Wells Fargo Full time

    About this role:We are seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. This role is responsible for acting as a liaison between Market Leaders, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology.Key responsibilities:Collaborate with the Brokerage...


  • Southlake, Texas, United States Stifel Financial Full time

    Key Responsibilities:The Sponsor Finance Portfolio Manager will support senior lenders within the Sponsor Finance Group, focusing on portfolio management and new transactions. This includes:Conducting in-depth financial and qualitative analysis to determine portfolio performance.Developing and implementing portfolio management strategies to maximize...


  • Southlake, Texas, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. This role is responsible for acting as a liaison between Market Leaders, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology.Key Responsibilities: Collaborate with the...


  • Southlake, Texas, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at https://www.wellsfargo.com/about/careers/.In this role, you will:Act as a liaison between Market Leaders, the Brokerage Support team, and Client Associates in various...


  • Southlake, Texas, United States Stifel Financial Full time

    Job SummaryThe Assistant Vice President, Sponsor Finance Portfolio Manager will support senior lenders within the Sponsor Finance Group, emphasizing portfolio management and new transactions. This includes in-depth financial and qualitative analysis in determining a borrower's creditworthiness. The role will have exposure to private and public companies...

  • Sales Associate

    1 month ago


    Southlake, Texas, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you...


  • Southlake, Texas, United States Aimbridge Hospitality Full time

    Aimbridge Hospitality is a leading hospitality management company that prides itself on delivering exceptional guest experiences. We are currently seeking a highly motivated and detail-oriented Hotel Maintenance Associate to join our team.Job Summary: As a Hotel Maintenance Associate at Aimbridge Hospitality, you will be responsible for maintaining the...

  • Sales Associate

    4 weeks ago


    Southlake, Texas, United States Chico's FAS Full time

    Job DescriptionWe are a customer-obsessed, innovative, and dynamic retail company with a passion for delivering exceptional customer experiences. Our Sales Associate role is a key part of our team, and we are seeking a talented individual to join us in promoting a customer and product-focused sales culture.Key ResponsibilitiesDrive for Results: Meet company...


  • Southlake, Texas, United States Cash America Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Cash America Pawn. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key Responsibilities:Greets and...


  • Southlake, Texas, United States Vic Mclane - State Farm Agent Full time

    As an Account Associate with Vic Mclane - State Farm Agent, you will play a vital role in our daily business operations and customers' success. Your primary responsibility will be to grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You will improve the lives of our customers by...

  • Sales Associate

    4 weeks ago


    Southlake, Texas, United States Chico's FAS Full time

    Job SummaryThe Sales Associate is responsible for supporting Management in promoting a customer and product-focused sales culture. The ideal candidate will have excellent communication skills, a passion for customer service, and the ability to work in a fast-paced environment.Key ResponsibilitiesMeet company sales goals by utilizing sales techniques and...


  • Southlake, Texas, United States Fabletics Full time

    Fabletics Seasonal Store Associate Job DescriptionWe are seeking a highly motivated and energetic Seasonal Store Associate to join our team at Fabletics. As a key member of our retail team, you will be responsible for providing an exceptional customer experience and contributing to the success of our store.Key Responsibilities:Embody our culture and values,...


  • Southlake, Texas, United States UNTUCKit Full time

    Unlock Your Potential as a Seasonal Sales AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Seasonal Sales Associate at UNTUCKit in Southlake, TX. As a key member of our sales team, you will be responsible for providing exceptional customer service, maintaining a cohesive work environment, and driving sales...


  • Southlake, Texas, United States The TJX Companies, Inc. Full time

    Job Summary: We are seeking a highly motivated and detail-oriented individual to join our team as a Retail Store Cleaning Associate. In this role, you will be responsible for maintaining a clean and organized store environment, with a focus on floor care.Key Responsibilities:Maintain a clean and organized store environment, including the operation of the...


  • Southlake, Texas, United States GNC Full time

    About the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Retail Sales Associate at GNC. As a key member of our sales team, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and driving sales growth through product knowledge and recommendations.Key...


  • Southlake, Texas, United States Vuori, Inc. Full time

    Job Title: Retail Sales AssociateJob Summary:We are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Vuori, Inc. As a Retail Sales Associate, you will be responsible for providing an exceptional customer experience, communicating Vuori's brand values, and driving sales growth.Key Responsibilities:* Forge lasting...


  • Southlake, Texas, United States H&R Block Full time

    About the RoleWe are seeking a highly motivated and organized Associate Team Leader to join our team at H&R Block. As a key member of our tax office team, you will be responsible for supporting the Multi-Unit Team Leader and ensuring the delivery of exceptional client service experiences.Key Responsibilities:Support the Multi-Unit Team Leader in ensuring...

  • Sales Associate

    1 month ago


    Southlake, Texas, United States EssilorLuxottica Full time

    Job SummaryAs a Sales Associate at EssilorLuxottica, you will play a critical role in delivering exceptional customer experiences that elevate sport performance. You will demonstrate excellent customer service skills, meet hourly sales and customer service goals, provide product knowledge to customers, and work as part of a team to meet individual and store...