Senior Institutional Wealth Strategist

SouthWest Benefits Association; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Major Medical, Dental and Vision

Health Savings Account

Paid Time Off

401(k) with substantial employer match

Free and Supplemental Life Insurance

Job summary

A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational skills. The role involves collaboration with various teams and clients and offers a full-time position in Dallas, TX, with a comprehensive benefits package including health insurance and a 401(k) plan.

Qualifications

• Strong oral and written communication skills.
• Coursework related to investments or financial planning is helpful.

Responsibilities

• Administers assigned accounts according to applicable laws.
• Works with the Portfolio Management Group to ensure accounts are invested appropriately.

Skills

Ability to read and comprehend instructions

Ability to interpret procedure manuals

Ability to analyze financial reports

Strong organizational skills

Strong problem-solving skills

Education

BS/BA degree from an accredited university

Four to six years of experience in wealth management

CPA, CFP, Law Degree or ABA designation preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational skills. The role involves collaboration with various teams and clients and offers a full-time position in Dallas, TX, with a comprehensive benefits package including health insurance and a 401(k) plan.