Associate Wealth Advisor

Linscomb & Williams Inc.; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking Associate Wealth Advisors to join their dynamic Wealth Advisory team. This role is designed for those looking to advance their careers in wealth management, where you will draft and implement financial plans, develop client relationships, and support the firm's strategic initiatives. You will have the opportunity to master technical and communication skills while contributing to various projects. If you have a passion for financial planning and a proactive approach to client service, this is the perfect chance to enhance your expertise and grow your career in a supportive environment.

Qualifications

• 4-7 years of professional experience required.
• Completion of the CFP designation is necessary.

Responsibilities

• Draft and deliver financial plans, ensuring timely client communications.
• Support Wealth Advisors and assist with client onboarding.

Skills

Professional appearance and demeanor

Proactive and strong work ethic

Teamwork

Time management

Attention to detail

Strong writing skills

Strong communication skills

Knowledge in general wealth planning

Technical knowledge in financial planning software

Business development skills

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, or related field

Tools

Financial planning software

Job description

Location: Houston TX West Loop S
Park Tower
1333 West Loop S
Suite 1800 (Bank) Suite 1500 (L&W)
Houston, TX 77027, USA

Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities include, but are not limited to, the following:

Client Responsibilities

• Draft, deliver financial plans, answer questions, follow-up, and ensure action items are completed accurately and promptly
• Implement financial plans and recommendations working within the Wealth Advisory team
• Ensure timely client communications
• Develop client relationships and begin to build book of business

Team Responsibilities

• Support Wealth Advisors and team as necessary
• Guide quality and timeliness of other Wealth Associates
• Lead various projects for Wealth Advisory team
• Support succession goals of Wealth Advisory team
• Assist with research and creation of educational and training materials
• Assist Wealth Advisory team with client onboarding and servicing

Firm Responsibilities

• Understand and support the firm’s vision, mission, and strategy
• Participate in various strategic firm projects and initiatives
• Participate in the Wealth Advisor Residency Program
• Participate in committee and/or working group

Degrees and Designations

• Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, with a degree in Financial Planning, Finance, Accounting, or other business-related degree
• Additional certifications and/or educational opportunities encouraged

Experience Requirement

• Professional work experience required (4-7 years)
• Completion of the CFP designation, including work experience
• Satisfy all responsibilities and requirements of Senior Wealth Associate role

Performance Measures

• Mastery of technical, communication, and presentation skills
• Expertise in wealth planning, technology, software, etc.
• Years of experience and number of clients serviced
• Typical time in this position is 2-4 years

Skills Required

• Professional appearance and demeanor
• Proactive and strong work ethic
• Teamwork, time management, and attention to detail
• Strong writing and communication skills with clients and team members
• Mastery of firm’s procedures and processes
• Knowledge in general wealth planning and basic financial analysis
• Technical knowledge in financial planning software and other tools
• Maintaining relationships and communicating with clients effectively
• Further building knowledge base within wealth planning/advisory and niche areas
• Building business development and relationship management skill set
• Pursuit of additional designations encouraged

Supervisory Responsibilities

• This job has no supervisory responsibilities

Equal Opportunity Employer: Protected Veterans/Individuals with Disabilities