Wealth Management Associate
Imprimis GroupDallas, TX
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Overview
Remote
On-site
Job Description
WEALTH MANAGEMENT ASSOCIATEDIRECT HIREDALLAS, TX |ONSITESeeking a junior wealth management associate for an established boutique private wealth management firm in Dallas, TX. The ideal candidate will have a degree in Finance or relevant field and experience working one to two years (and can include an internship) in a financial investment or wealth management firm. This is an opportunity to work closely with the President and Chief Investment Officer in building relationships with high-net-worth individuals and families nationwide in expanding their investment portfolios.EXTRAORDINARY BENEFITS: 90% EMPLOYEE PAID HEALTH BENEFITSSEP-IRA ELGIBILITY | EXCELLENT PTO BENEFITS | PRIVATE OFFICE | BONUS ELIGIBILITYCOURSEWORK REIMBURSEMENT | COMPENSATION $60k BASE WITH BONUS ELIGIBILITYJOB RESPONSIBILITIES
- Provide highest standards of customer relationships and serve the financial needs of the firms clientele*
- Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management*
- Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships*
- Prepare, file, and update account and client-related documents*
- Update daily, monthly, and quarterly data and reports related to financial portfolios*
- interact with clients and assist with non-investment-advice matters*
- Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time
- Bachelors degree from 4-year university in a finance or relevant field*
- Preferably currently working as an associate, specialist, or intern in a wealth management or financial investment firm*
- Strong communication skills, both verbally and in written*
- Strong computer skills (Excel, PPT, Word, Outlook, Adobe)*
- Able to work onsite M-Thursday and ½ day on Friday*
- Be adaptable and learn new concepts, systems, and software quickly*
- Be able to complete projects timely, effectively, efficiently, and accurately*
- Work well without supervision by being able to set priorities*
- Be able to maintain confidentiality and be loyalty and trustworthiness*
- Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner*
- Be able to work well with high-net worth clients, colleagues, and vendors
- Provide highest standards of customer relationships and serve the financial needs of the firms clientele*
- Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management*
- Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships*
- Prepare, file, and update account and client-related documents*
- Update daily, monthly, and quarterly data and reports related to financial portfolios*
- interact with clients and assist with non-investment-advice matters*
- Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time
- Bachelors degree from 4-year university in a finance or relevant field*
- Preferably currently working as an associate, specialist, or intern in a wealth management or financial investment firm*
- Strong communication skills, both verbally and in written*
- Strong computer skills (Excel, PPT, Word, Outlook, Adobe)*
- Able to work onsite M-Thursday and ½ day on Friday*
- Be adaptable and learn new concepts, systems, and software quickly*
- Be able to complete projects timely, effectively, efficiently, and accurately*
- Work well without supervision by being able to set priorities*
- Be able to maintain confidentiality and be loyalty and trustworthiness*
- Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner*
- Be able to work well with high-net worth clients, colleagues, and vendors
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FAQs About Wealth Management Associate Jobs at Imprimis Group
What is the work location for this position at Imprimis Group?
This job at Imprimis Group is located in Dallas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Imprimis Group?
Employer has not shared pay details for this role.
What employment applies to this position at Imprimis Group?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Imprimis Group?
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