Wealth Associate

Huntington National Bank•Houston, TX

18d•Onsite

About The Position

May be asked to participate in client meetings with a Wealth Advisor Operational functions and general client service items Basic client communications (updates/next steps of a given task) Client onboarding - full process, start to finish Money movement Participate and be a valuable contributor in various team meetings across departments Data entry, basic analysis, growing expertise in running detailed and more complex scenarios within various financial planning software Note-taking in internal and client meetings/tasking within CRM software/follow-through in all client engagements Meeting preparation – portfolio reviews, agendas, reports, etc. Understand and support the firm’s vision, mission, and strategy Engage in teambuilding and integrate into the culture of the firm Participate in the Wealth Advisor Residency Program Timely completion of all firm and parent company training

Requirements

Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, in Financial Planning, Finance, Accounting, or other business-related degree
No prior professional work experience required
Mastery of all client, team and firm responsibilities noted above
Pass the CFP® exam within 2 years of hire date
Typical time in this position is 1-3 years
Hardworking and proactive
Self-motivated and driven
Present, visible, and reliable
Entrepreneurial, creative, and problem solver
High emotional intelligence
Strong communicator
Ability to multi‐task, prioritize and meet deadlines
Professional etiquette, appearance, and demeanor
Ability to work well in a team environment
Proficient with Microsoft Word and Excel
Strong writing skills
Core knowledge of the wealth management industry, the fiduciary model, and wealth planning concepts
Knowledge of the firm’s wealth planning and other core systems
Knowledge of technology solutions used by the firm
Ability to work with and engage clients and prospective clients
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

Industry related internship experience is a plus
Experience with a CRM Database, Document Management software, eMoney or other Financial Planning software is a plus

Responsibilities

Participate in client meetings with a Wealth Advisor
Operational functions and general client service items
Basic client communications (updates/next steps of a given task)
Client onboarding - full process, start to finish
Money movement
Participate and be a valuable contributor in various team meetings across departments
Data entry, basic analysis, growing expertise in running detailed and more complex scenarios within various financial planning software
Note-taking in internal and client meetings/tasking within CRM software/follow-through in all client engagements
Meeting preparation – portfolio reviews, agendas, reports, etc.
Understand and support the firm’s vision, mission, and strategy
Engage in teambuilding and integrate into the culture of the firm
Participate in the Wealth Advisor Residency Program
Timely completion of all firm and parent company training