Associate Wealth Manager
True North Advisors•Dallas, TX
•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.
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
- 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)
- Telecommuting opportunities
- 401(k) with employer contribution
- Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free Financial Planning services for employees
- Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
