Associate Private Wealth Advisor

The Bahnsen Group; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading wealth management firm in Dallas is seeking an Associate Private Wealth Advisor to provide comprehensive financial advice and client support. This hybrid role will merge financial planning and relationship management, with an expected progression to Private Wealth Advisor within two years. Candidates should have a background in financial services and a keen interest in pursuing the CFP designation.

Benefits

Full benefits package including medical, dental, vision, and disability

401(k) plan with employer contribution of 3%

Qualifications

• 4-10 years of work experience in financial services or RIA.
• Strong interest in pursuing CFP credential.
• Strong understanding of financial planning concepts.

Responsibilities

• Assist in plan construction and data gathering.
• Utilization of e*Money financial planning software.
• Create financial plans and formulate recommendations.

Skills

Financial Planning

Communication

Detail-oriented

Education

CFP credential

Tools

e*Money

Job description

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $7.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Dallas, TX office. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date.

RESPONSBILITIES

• Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
• Utilization of e*Money financial planning software
• Supporting client administrative needs around e*Money
• Ability to create robust financial plans and formulate recommendations for clients
• After training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded

QUALIFICATIONS

• 4-10 years of work experience (preferably in financial services or an RIA)
• Expectation of growing into a Private Wealth Advisor in the coming years
• Strong interest in pursuing the CFP credential (preferably already has a CFP or has already started the process but does not need to have the designation for hire)
• A strong understanding of financial planning concepts - tax, estate, retirement, insurance, cash flow planning, etc.
• Accurate, organized, and highly detail-oriented
• An effective communicator who is highly responsive and can provide thoughtful advice to clients

CONSIDERATION

• Salary commensurate with experience
• Full benefits package including medical, dental, vision, and disability
• 401(k) plan with employer contribution of 3% of compensation