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Wealth Management Associate

2 months ago

Houston, Texas, United States Inscription Capital Full time

About Inscription Capital

Inscription Capital is a dynamic and rapidly growing financial services company seeking a highly skilled Wealth Management Associate to join our team. 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, including portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
  • Collaborate with team members to achieve a common goal of delivering outstanding client service and support.
  • Interact with clients to address their servicing needs related to the management of their relationship, including responding to inquiries and resolving issues.
  • Network with senior professionals throughout the firm to fuel career success and stay up-to-date on industry trends and best practices.

Requirements

  • Excellent client-facing, interpersonal, organizational, and client-service skills.
  • Detail-oriented with the ability to prioritize and organize workflow effectively.
  • Ability to work in a fast-paced, high-intensity work environment and manage multiple tasks with frequent interruptions.
  • Strong Microsoft Office skills, including Excel and PowerPoint.
  • Experience with eMoney financial planning software is a plus.
  • A college degree is preferred.

Compensation and Benefits

  • Base salary: $60,000 with performance-based bonuses.
  • Comprehensive health insurance coverage.
  • 401k plan with company matching (eligible after one year of employment).
  • Generous three weeks of paid vacation time.