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Wealth Management Associate

2 months ago

Houston, Texas, United States Linscomb Wealth Full time
Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Linscomb Wealth. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors and contributing to the growth and success of our clients.

Key Responsibilities
  • Assist Wealth Advisors in drafting and delivering financial plans, answering client questions, and ensuring action items are completed.
  • Implement financial plans and recommendations under the guidance of Wealth Advisors, Wealth Management, and Investment Committees.
  • Develop and manage client communication and relationships, building a strong foundation for long-term client success.
  • Support the Wealth Advisory team in various projects, including research and creation of educational and training materials.
  • Assist with client onboarding and servicing, ensuring a seamless experience for our clients.
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 field.
  • CFP Certification.
  • Typically, 3-6 years of experience in a related field, with a strong understanding of wealth planning, technology, and software.
  • Excellent communication, presentation, and technical skills, with a strong work ethic and ability to work effectively in a team environment.
What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and professional development.
  • A competitive salary and benefits package, including opportunities for bonuses and professional certifications.
  • A chance to work with a talented and experienced team, dedicated to delivering exceptional results for our clients.