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Wealth Associate

2 months ago

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

We are seeking a highly motivated and detail-oriented Wealth Associate to join our team at Linscomb Wealth. As a Wealth Associate, you will play a critical role in supporting our wealth advisory team in developing financial plans and recommendations for our clients.

Key Responsibilities
  • Participate in client meetings and provide support to wealth advisors
  • Assist in the development of financial plans and recommendations
  • Contribute to client onboarding and servicing efforts
  • Help prepare materials for client meetings and follow-up
Requirements
  • Bachelor's degree in Financial Planning, Finance, Accounting, or a related field
  • No prior professional work experience required, but industry-related internship experience is a plus
  • Strong work ethic, ability to multi-task, and proficiency in Microsoft Word and Excel
  • Ability to work well in a team environment and possess a professional appearance and demeanor
Preferred Qualifications
  • Experience with a CRM Database, Document Management software, eMoney, or other Financial Planning software
  • Knowledge of the wealth management industry, the fiduciary model, and wealth planning concepts
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package