Wealth Management Associate — Flexible Work & Client Growth

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

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.