Associate Wealth Manager

True North Advisors • Fort Worth, TX

4d • Hybrid

About The Position

True North Advisors is currently hiring for an Associate Wealth Manager position. True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. Our investment philosophy is heavily biased toward fundamental analysis and value investment principles.

Requirements

• Bachelor’s Degree in Personal Financial Planning (or relevant finance-related field), with a minimum GPA of 3.4
• Certified Financial Planner™ designationcompleted or inprogress
• 0-5 years offinancial planning experience;experienceserving high net worthclientsispreferred; for those under 1yearof experience an internship in financial services is preferred
• Experience with Financial Planning software,e.g.,Tamarac, Money Guide Pro,eMoney
• Excellent work references from former direct supervisors
• Confident self-starter who thrives inanentrepreneurial atmosphere and believes ina team approachto client service
• Strongskills inOutlook, PowerPoint, Word,and Excel
• Ability to juggle multiple projectsand manage competing demands effectively
• Ability tomaintainextremeconfidentiality when dealing with client matters
• Personal convictions align withTrue North’s CoreValues
• Favorable credit report andbackground checkrequired

Nice To Haves

• experienceserving high net worthclientsispreferred
• for those under 1yearof experience an internship in financial services is preferred

Responsibilities

• Working alongside a Wealth Management team to deliver wealth planning services for clients, prioritizing client retention and satisfaction.
• Developing solutions to complex tax, estate, retirement, and insurance issues for clients.
• Effectively assisting advisors in preparing and delivering wealth planning advice to clients.
• Over time, assuming the primary advisor role for smaller client relationships, including formulating and implementing advice while relying on technical specialists to develop allocation recommendations.

Benefits

• Competitive base salary
• Target year-end incentive compensationofup to20% of base salary, based on successful execution of firm goals andindividual performance metrics
• 15 daysof Paid Time Off for new employees; increases to18 daysinthesecond year and increases from there perPTOschedule
• Self-directed 401(k) program with 3% employer non-elective contribution
• Ability to telecommute two days/week
• Employer reimbursement for cost ofattainingapplicable professional designations and CE credits
• Medical, dental, vision, life,and long-term disability coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees