Wealth Advisor Associate

3 days ago

Houston, Texas, United States Linscomb Wealth Full time
Job Title: Associate Wealth Advisor

At Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As an Associate Wealth Advisor, you will play a key role in advancing in the Wealth Advisor career path and developing your expertise and skills necessary to begin building your book.

Key Responsibilities:
  • Client Responsibilities:
    • Draft, deliver financial plans, answer questions, follow-up, and ensure action items are completed accurately and promptly.
    • Implement financial plans and recommendations working within the Wealth Advisory team.
    • Ensure timely client communications.
    • Develop client relationships and begin to build book of business.
  • Team Responsibilities:
    • Support Wealth Advisors and team as necessary.
    • Guide quality and timeliness of other Wealth Associates.
    • Lead various projects for Wealth Advisory team.
    • Support succession goals of Wealth Advisory team.
    • Assist with research and creation of educational and training materials.
    • Assist 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.
    • Participate in committee and/or working group.
    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.
    • Additional certifications and/or educational opportunities encouraged.
    • Professional work experience required (4-7 years).
    • Completion of the CFP designation, including work experience.
    • Satisfy all responsibilities and requirements of Senior Wealth Associate role.
    Performance Measures:
    • Mastery of technical, communication, and presentation skills.
    • Expertise in wealth planning, technology, software, etc.
    • Years of experience and number of clients serviced.
    • Typical time in this position is 2-4 years.
    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.

This is an equal opportunity employer/protected veterans/individuals with disabilities.

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