Wealth Management Associate

4 weeks ago


Houston, Texas, United States Inscription Capital Full time
Join Our Team as a Wealth Management Associate

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Inscription Capital. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients in achieving their financial goals.

Key Responsibilities:
  • Partner with financial advisors to build their business and provide exceptional service to clients
  • Support the creation and maintenance of client portfolios, including account analysis and meeting preparation
  • Collaborate with team members to achieve common goals and provide exceptional client service
  • Interact with clients to support their servicing needs and build strong relationships
Requirements:
  • Excellent client-facing and interpersonal skills
  • Detail-oriented with strong organizational and time management skills
  • Ability to work in a fast-paced environment and manage multiple tasks effectively
  • Strong Microsoft Office skills, including Excel and PowerPoint
  • Experience with eMoney financial planning software a plus
What We Offer:
  • Competitive base salary of $60,000 with performance-based bonuses
  • Comprehensive health insurance coverage
  • 401k plan with company matching
  • Generous three weeks of paid vacation time

We are committed to providing a dynamic and supportive work environment that fosters growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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