Associate Wealth Management Advisor and Planning Operations

Pointer Wealth; Dallas (TX); On-site; USD 28,000 - 125,000; Full time

Job summary

Pointer Wealth is seeking an Associate Wealth Management Advisor to support financial planning and manage client relationships. This full-time entry-level role involves creating financial plans, preparing reports, and ensuring operational efficiency, offering competitive salary and benefits.

Benefits

Health benefits

Dental benefits

Retirement benefits

Competitive salary and bonuses

Qualifications

• Series 7 license required.
• Certified Financial Planner (CFP) or candidate preferred.
• Experience in financial planning preferred.

Responsibilities

• Assist in creating tailored financial plans and conduct analyses.
• Prepare reports for client meetings and manage client relationships.
• Oversee planning operations and update client portfolios.

Skills

Analytical skills

Communication skills

Relationship management

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Job description

Associate Wealth Management Advisor and Planning Operations

Associate Wealth Management Advisor and Planning Operations

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Job Title: Associate Wealth Management Advisor and Planning Operations,

Company: Pointer Wealth

Job Description: Seeking an Associate Wealth Management Advisor to support financial planning, manage client relationships, and ensure operational efficiency.

Key Responsibilities:

• Assist in creating tailored financial plans and conduct analyses.
• Prepare reports for client meetings and manage client relationships.
• Oversee planning operations and update client portfolios.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Series 7 license required.
• Certified Financial Planner (CFP) or candidate preferred.
• Experience in financial planning preferred.
• Strong analytical, communication, and relationship management skills.
• Competitive salary and bonuses.
• Health, dental, and retirement benefits.
• How to Apply: Submit your resume and cover letter to Pointerwealth.com with the subject "Associate Wealth Management Advisor Application."

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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