Senior Wealth Associate — Boutique Family Office

Versant Capital Management, Inc.; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Discretionary bonuses

Equity opportunities

Generous PTO

Paid holidays

Health, dental, and vision insurance

Disability insurance

Parental leave

401(k) and profit sharing

Tuition reimbursement

Matching gift program

Team retreats and development events

Job summary

Versant Capital Management, Inc. is seeking a Senior Wealth Associate to support our advisors and clients in Dallas and Phoenix.

You will bring technical expertise, client relationship management, and strategic insights to deliver a high level of service in a boutique, high-touch environment. Ideal candidates have 3–5 years in wealth management, professional designation toward CFA/CFP/CPA/JD, and strong skills with Excel and CRM tools like Junxure, eMoney, and Black Diamond.

Qualifications

• Three to five years of wealth management or family office experience.
• Professional designation toward CFA/CFP/CPA/JD or working toward one.
• Strong Excel, PowerPoint, Outlook and CRM experience.
• Ability to build financial models and personalized plans.
• Excellent communication and relationship-building skills.

Responsibilities

• Support the Senior Wealth Advisors and Wealth Advisors to deliver exceptional client service and advice.
• Coordinate with clients and external advisors, ensuring smooth communication.
• Gather data, build financial models, and craft personalized plans for long-term success.
• Attend client meetings in a technical support role with insights and follow-up actions.
• Assist in portfolio analysis, tax planning and performance reporting.
• Use Junxure, eMoney, Black Diamond for streamlined processes.
• Prepare detailed reports and address client concerns with high-touch service.
• Contribute to process improvements in a fast-paced, collaborative environment.

Skills

Wealth management

Client relationship management

Financial modeling

Strong communication

Team collaboration

Analytical thinking

Education

Professional designation toward CFA/CFP/CPA/JD

Bachelor's degree in finance or related field

Tools

Junxure

eMoney

Black Diamond

Portfolio accounting platforms

Microsoft Excel

PowerPoint

Outlook

CRM tools

Job description

Versant Capital Management, Inc. is seeking a Senior Wealth Associate to support our advisors and clients in Dallas and Phoenix.

You will bring technical expertise, client relationship management, and strategic insights to deliver a high level of service in a boutique, high-touch environment. Ideal candidates have 3–5 years in wealth management, professional designation toward CFA/CFP/CPA/JD, and strong skills with Excel and CRM tools like Junxure, eMoney, and Black Diamond.