Wealth Management Associate Counsel - Growth & Bonus

Frontline Source Group; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

15% bonus

One-time equity grant

15 days PTO

Holidays

401(k) match

Healthcare premiums covered

Dental & vision

HSA/FSA options

Life insurance

Disability coverage

Relocation assistance

Job summary

Frontline Source Group seeks an Associate Counsel for its Wealth Management division in Dallas, TX. This direct-hire, in-office role supports a rapidly growing wealth management platform and collaborates with executive, regulatory and compliance teams.

The role involves drafting and negotiating commercial agreements, advising on regulatory issues, and managing outside counsel while guiding business initiatives and client transitions.

Qualifications

• 3–5 years of relevant legal experience in wealth management, asset management, financial services or a related commercial environment.
• Experience negotiating and drafting commercial agreements and other transactional documents.
• Strong knowledge of securities laws and FINRA rules; familiarity with Advisor Acts.

Responsibilities

• Serve as a transactional and commercial legal resource for the wealth management business.
• Review, draft and negotiate commercial agreements and other documents.
• Provide practical legal guidance on regulatory matters and business initiatives.

Skills

Transactional drafting

Contract negotiation

Regulatory knowledge

Financial services experience

Written & verbal communication

Team collaboration

Job description

Frontline Source Group seeks an Associate Counsel for its Wealth Management division in Dallas, TX. This direct-hire, in-office role supports a rapidly growing wealth management platform and collaborates with executive, regulatory and compliance teams.

The role involves drafting and negotiating commercial agreements, advising on regulatory issues, and managing outside counsel while guiding business initiatives and client transitions.