Associate Wealth Advisor, Dallas-Fort Worth Metroplex

Are you an experienced financial professional passionate about delivering comprehensive wealth management solutions and outstanding client service? ISC’s team of Financial Services Recruiters has been retained by a prominent and growing investment firm. They’re looking for an Associate Wealth Advisor to join their team. This is a unique opportunity to be part of a collaborative team, drive long-term client relationships, and contribute to the growth of their assets under management (AUM).

Responsibilities:

  • Tailored Wealth Solutions: Collaborate with strategic partners to design, implement, and manage customized investment and wealth management solutions for clients.
  • Financial Planning Expertise: Assess clients’ overall financial portfolio, understand their needs/risk tolerances, and develop solid financial plans and strategies leveraging MoneyGuide Pro.
  • Team Support: Support the team in performance meeting preparation, onboarding, and ensuring efficiency in operations.
  • Client Relationship Management: Support day-to-day client relationships, providing portfolio management and financial planning guidance through various communication channels.
  • Business Growth: Grow AUM through client referrals, consolidation, and referrals from Centers of Influence (COIs).
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    Qualifications:

  • Experience: 4 – 8+ years in client-facing role in the wealth management space.
  • Certification: CFP® required; other credentials a plus.
  • Education: Bachelor’s Degree Required with a preferred emphasis in economics, business, finance, accounting, or similar field.
  • Knowledge: Very strong knowledge of finance and capital markets required.
  • Technical Expertise: Proficiency in financial planning, investment management, and tools such as Salesforce.
  • Team Player: Demonstrated ability to work effectively in a team environment and confidence to work directly with senior leaders and high-net worth clients.
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    Benefits:

  • Competitive total compensation program inclusive of base salary, bonus, and profit sharing with excellent benefits.
  • Rewarding culture and team within a client focused, family-oriented firm.
  • Hybrid work schedule with flexibility.
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    How to Apply:

    Click Here to Apply Online

    If you’re ready to take your career to the next level and contribute to a dynamic team focused on client success and professional growth, apply now! Send your resume and cover letter to Lisa Finch at .