Wealth Management Associate

K|H Private Wealth; Town of Texas (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

K|H Private Wealth is a renowned wealth management firm seeking a Wealth Management Associate to support client service, account administration, advisor support, and family wealth matters in a hands-on capacity.

Ideal candidates bring 2-5 years of wealth-management exposure, a keen eye for detail, and the ability to manage multiple priorities while communicating clearly with clients and professionals.

Qualifications

• Approximately 2-5 years of wealth management or related financial-services experience.
• Experience supporting client relationships and handling account administration.
• Familiarity with financial planning and investment-management concepts.

Responsibilities

• Provide highly responsive and professional service to clients.
• Manage new accounts, maintenance, transfers, and beneficiary changes.
• Communicate with clients about documents, signatures, and next steps.
• Coordinate with custodians and partners to process client needs.
• Track requests from initiation to completion and keep CRM up to date.
• Prepare for client meetings with agendas, reports, and planning info.
• Assist advisors in documenting decisions and follow-up actions.
• Support planning, estate coordination, tax coordination, and risk management.
• Assist in gathering information related to trusts, entities, and estate plans.

Skills

Client service

Account administration

Communication skills

Relationship management

Attention to detail

Multi-tasking

Education

Bachelor's degree in Finance

Tools

CRM systems

Microsoft Excel

Financial planning software

Job description

About K|H Private Wealth

K|H Private Wealth is an independent, boutique wealth management firm serving successful business owners, executives, and families with complex financial lives, including high-net-worth and ultra-high-net-worth clients.

Our work extends beyond investment management. We help clients coordinate the financial decisions surrounding their wealth, including financial planning, investment strategy, retirement, estate planning, tax considerations, risk management, charitable giving, business decisions, and multigenerational wealth planning.

We are a small, highly engaged team where every person has meaningful responsibility and direct exposure to sophisticated client relationships. We work closely together and place a high value on responsiveness, attention to detail, follow-through, sound judgment, and exceptional client service.

About the Role

K|H Private Wealth is seeking a Wealth Management Associate with prior experience in wealth management or financial services who is ready to take on greater responsibility and develop within a sophisticated private wealth environment.

This is a hands-on role combining client service, account administration, advisor support, and exposure to broader financial planning and family wealth matters.

The ideal candidate already understands the fundamentals of serving wealth management clients, can operate with a high degree of accuracy and professionalism, and wants greater exposure to complex client relationships and planning.

This is a full-time, in-person position in our Plano, Texas office.Candidates must currently reside in the Dallas-Fort Worth Metroplex and be able to commute to the office daily. This is not a remote or hybrid position.

What You'll Do

Client Service & Account Administration

• Provide highly responsive and professional service to K|H Private Wealth clients.
• Manage new accounts, account maintenance, transfers, money movements, beneficiary changes, and other client requests.
• Communicate directly with clients regarding documents, signatures, account activity, outstanding items, and next steps.
• Coordinate with custodians and other business partners to process and resolve client needs.
• Track client requests and responsibilities from initiation through completion.
• Maintain accurate client information, documentation, and CRM records.
• Handle confidential financial and personal information with discretion.
• Prepare for client meetings by organizing agendas, reports, planning information, documents, and outstanding action items.
• Participate in client meetings as appropriate and assist with documenting decisions and next steps.
• Own post-meeting follow-through and help ensure commitments are completed accurately and on time.
• Help advisors stay organized across multiple client relationships and priorities.
• Anticipate follow-up needs rather than waiting for assignments.

Family Wealth & Planning Support

• Support financial planning, investment, estate planning, tax coordination, insurance, charitable planning, and other family wealth initiatives.
• Assist in gathering and organizing information related to trusts, entities, estate plans, insurance policies, and other components of a client's financial life.
• Coordinate information and follow-up with attorneys, CPAs, custodians, insurance professionals, and other outside advisors.
• Develop a working understanding of each client's financial structure, priorities, and planning needs.
• Recognize missing information, outstanding issues, or potential concerns and know when matters should be elevated to an advisor.
• Contribute to internal projects, process improvements, and the continued development of K|H's client experience.

What We're Looking For

• Approximately 2-5 years of experience in wealth management, an RIA, private wealth, brokerage, trust, family office, or a related financial-services environment.
• Experience supporting client relationships and handling wealth-management account administration.
• Familiarity with financial planning and investment-management concepts.
• Exposure to high-net-worth clients or complex financial situations is preferred, but not required.
• Exposure to trusts, estate planning, tax coordination, insurance, or multigenerational planning is a plus.
• Strong written and verbal communication skills.
• Confidence communicating directly with clients and outside professionals.
• Exceptional organization and attention to detail.
• Ability to manage multiple priorities and follow responsibilities through completion.
• Strong judgment, discretion, and professionalism.
• Comfortable learning new technology and systems.
• Self-motivated, dependable, and willing to take initiative.
• Collaborative and comfortable working as part of a small, highly engaged team.

What Success Looks Like

The right person will become someone our clients and advisors can depend on.

You will take ownership of responsibilities, anticipate what needs attention, communicate clearly, follow through consistently, and help ensure important details do not fall through the cracks.

As your knowledge and capabilities grow, so will your exposure to more sophisticated client relationships, planning matters, and family wealth responsibilities.

Why K|H Private Wealth

At a smaller firm, your work is visible and your contribution matters.

You will work directly with the firm's leadership and advisors, interact with sophisticated clients, and gain exposure to areas of wealth management that may be separated across multiple departments at a larger organization.

For someone who already has a foundation in wealth management and wants to deepen that experience, K|H offers the opportunity to learn, contribute, and grow into increasingly meaningful responsibility.