Associate Wealth Manager

True North Advisors•Dallas, TX

24d•Hybrid

About The Position

True North Advisors is seeking an Associate Wealth Manager (AWM) to join our wealth management team. This role is responsible for providing client and advisor support, coordinating projects between internal teams, developing planning and investment content, and maintaining CRM information. This is a full-time position based in our Dallas office and offers remote work flexibility. True North is an Independent RIA that serves the wealth management needs of ultra-high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest. We seek to provide peace of mind for our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients’ lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Apply today for the opportunity to help us continue to fulfill lives.

Requirements

Bachelor’s degree in personal financial planning, accounting, economics, finance, or related field(s)
Successful passing of CFA Level I exam or the CFP® exam required
A minimum of 1 year of financial planning or wealth management experience required
Strong communication and interpersonal skills
Strong analytical and research skills
Ability to manage multiple projects and prioritize workload
Confident self-starter who thrives in an entrepreneurial atmosphere and believes in a team approach to client service
Must consent to and have favorable credit report and background check
Ability to consistently display True North’s Core Values

Nice To Haves

Experience working with ultra-high net worth clientele preferred
Experience with financial planning (Money Guide Pro, eMoney, Vanilla, & Holistiplan) and reporting systems (Tamarac & Addepar) preferred

Responsibilities

Work alongside a senior advisor to deliver wealth and investment planning services to clients.
Prepare for, attend, and follow up on client meetings, including generating meeting materials, documenting meeting details, and completing follow up tasks.
Act as project manager and liaison between the client, senior advisor, operations, and trading teams to ensure seamless execution of projects.
Maintain accurate and up-to-date CRM records for all client interactions, opportunities, meetings, and referral activity; ensuring dashboard metrics are accurate.
Develop solutions to complex tax, estate, retirement, investment, and insurance questions for clients, utilizing internal teams as necessary.
Track and oversee the timely completion of all client requests and deliverables.
Support the senior advisor in enhancing client engagement through proactive touchpoints.
Ensure wealth planning projects are properly executed and documented in the CRM.
Work to continuously enhance planning and investment knowledge through work output, self-study, and attendance at firm lead trainings.

Benefits

Competitive base salary
Competitive bonus potential based on successful execution of firm goals and individual performance metrics
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with 3% employer non-elective contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employee-only premiums for medical, life, and short-term and long-term disability insurance covered 100% by the True North
Employer reimbursement for cost of applicable professional designations and CE credits
Year-round engagement events which include happy hours, coffee chats, lunches, and more!