Wealth Management Associate

Allworthfinancial; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) contributions

Flexible paid time off

Job summary

Allworthfinancial is seeking a Wealth Management Associate in Dallas, Texas to partner with external sales representatives and advisors. The role involves managing incoming client referrals, overseeing the sales cycle, and ensuring excellent client service.

The ideal candidate will have a 4-year degree in finance or business and at least 3 years of sales support experience. Benefits included medical, dental, vision insurance, and a flexible paid time-off policy.

Qualifications

• 3+ years of sales support or related experience.
• Excellent verbal and written communication skills.
• Willingness to learn and work compliantly in financial services.

Responsibilities

• Serve as the first point of contact for incoming new business referrals.
• Coordinate sales cycle completion and manage deliverables.
• Provide comprehensive support to assigned sales representatives.

Skills

Communication skills

Organizational skills

Client service experience

Multitasking

MS Office proficiency

Education

4-year degree in finance, business, or related field

Tools

Salesforce or similar CRM

Job description

SUMMARY

The Wealth Management Associate partners closely with their assigned external sales representatives and advisors to promote and sell Allworth’s financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for external partners and prospective clients, responsible for prompt meeting scheduling, accurate data gathering, client deliverables, and overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best‑in‑class relationship management, communication, and organizational skills.

DUTIES AND RESPONSIBILITIES

1. First point of contact (25%)
   • Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner.
   • Ensure the introductory meeting is scheduled in a timely manner and in coordination with all involved parties.
   • Gather and document initial client case information to facilitate the introductory meeting.
   • Adhere to best‑in‑class response and turnaround times both initially and throughout the new business process.
2. Sales cycle oversight (40%)
   • Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe.
   • Gather information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and supplemental presentation materials.
   • Oversee the onboarding process, including paperwork packet creation and delivery, account funding, and necessary communications.
3. Ongoing sales support (35%)
   • Maintain superior knowledge of program‑specific rules of engagement and systems.
   • Help oversee assigned regional pipelines of new business opportunities.
   • Provide data management and systems‑related support to assigned sales reps.
   • Report on the effectiveness of regional sales activity and tactics to leadership, as requested.

Willingness to travel up to 10%.

EXPERIENCE AND QUALIFICATIONS

• 4‑year degree in finance, business, or related field.
• 3+ years of sales support or related experience.
• Client service or relationship management experience a plus.
• Working knowledge of Salesforce or a similar CRM a plus.
• Ability to effectively manage multiple projects.
• Strong organizational skills with excellent attention to detail, including proofreading.
• Excellent verbal and written communication skills.
• Ability to work independently and within a team.
• Strong working knowledge of MS Office programs (Excel, Word, PowerPoint).
• Willingness to learn about and work compliantly within the financial services industry.
• Must be in good compliance standing with all rules, regulations, and policies.

OSHA REQUIREMENT

This position requires the ability to stand or sit for long periods, lift at least 15 pounds, file documents in high or low cabinets, use the telephone, and use computer systems.

BENEFITS

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Optional supplemental benefits.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401(k) contributions.
• Exempt associates qualify for a flexible paid time off policy.
• Non‑exempt associates receive 15 days of paid time off annually during the first three years of employment.
• 11 paid holidays.
• Option to participate in our Equity Purchase Program (contract, intern, and part‑time employees are not eligible).
• Future growth opportunities within the company.

Benefits are available to full‑time associates who work more than 30 hours a week.

Allworth Financial participates in E‑Verify.