Wealth Manager

Jobtailor; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Dallas, TX is seeking a Wealth Planning Associate to support senior advisors in delivering investment and planning services. You will prepare materials, attend meetings, and document client interactions in the CRM, coordinating projects across teams.

Requirements include a bachelor’s degree in personal financial planning or related field, CFA Level I or CFP, and at least 1 year of wealth management experience.

Qualifications

• Bachelor’s degree in a related field.
• CFA Level I or CFP Certification required.
• Minimum 1 year of financial planning or wealth management experience.
• Experience with ultra-high net worth clientele preferred.
• Experience with financial planning systems (Money Guide Pro, eMoney, Vanilla, Holistiplan) preferred.
• Proficient communication and strong analytical/research skills.

Responsibilities

• Provide client and advisor support.
• Coordinate projects between internal teams.
• Develop planning and investment content.
• Maintain accurate CRM information for client interactions, opportunities, meetings, and referrals.
• Work with a senior advisor to deliver wealth and investment planning services.
• Prepare for, attend, and follow up on client meetings, documenting materials and details.
• Act as project manager and liaison between clients, senior advisors, operations, and trading teams.
• Develop solutions to complex tax, estate, retirement, investment, and insurance questions with internal teams.
• Track and oversee timely completion of client requests and deliverables.
• Support senior advisor in enhancing client engagement through proactive touchpoints.
• Ensure wealth planning projects are properly executed and documented in the CRM.
• Enhance planning and investment knowledge through work output, self-study, and trainings.

Skills

Client communication

Project coordination

Analytical skills

Team collaboration

Interpersonal skills

Education

Bachelor’s degree in personal financial planning, accounting, economics, finance, or related field(s)

Tools

Money Guide Pro

EMoney

Vanilla

Holistiplan

Tamarac

Addepar

Job description

• Provide client and advisor support
• Coordinate projects between internal teams
• Develop planning and investment content
• Maintain accurate and up-to-date CRM information for client interactions, opportunities, meetings, and referral activity
• Work alongside a senior advisor to deliver wealth and investment planning services to clients
• Prepare for, attend, and follow up on client meetings, including generating meeting materials and documenting meeting details
• Act as project manager and liaison between clients, senior advisors, operations, and trading teams
• Develop solutions to complex tax, estate, retirement, investment, and insurance questions, utilizing internal teams as necessary
• Track and oversee timely completion of client requests and deliverables
• Support the senior advisor in enhancing client engagement through proactive touchpoints
• Ensure wealth planning projects are properly executed and documented in the CRM
• Enhance planning and investment knowledge through work output, self-study, and firm-led trainings

Requirements

• Bachelor’s degree in personal financial planning, accounting, economics, finance, or related field(s)
• Successful passing of CFA Level I exam or the CFP® exam required
• A minimum of 1 year of financial planning or wealth management experience required
• Experience working with ultra-high net worth clientele preferred
• Experience with financial planning systems: Money Guide Pro, eMoney, Vanilla, and Holistiplan preferred
• Experience with reporting systems: Tamarac and Addepar preferred
• Strong communication and interpersonal skills
• Strong analytical and research skills
• Ability to manage multiple projects and prioritize workload
• Confident self-starter who thrives in an entrepreneurial atmosphere and believes in a team approach to client service
• Must consent to and have favorable credit report and background check
• Ability to consistently display True North’s Core Values

Core Competencies

Demonstrates expertise in financial planning and wealth management, with a strong focus on client engagement and project coordination. Proficient in utilizing financial planning systems and maintaining accurate CRM information to support client interactions and deliverables.

Highest-signal resume keywords

• Bachelor’s Degree in Personal Financial Planning
• CFA Level I or CFP® Certification
• Financial Planning Experience
• Experience with Financial Planning Systems
• Strong Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Wealth Management
• Project Management
• Analytical Skills
• Research Skills

Soft Skills

• Interpersonal Skills
• Self-Starter
• Team Collaboration
• Client Engagement

Certifications & Qualifications

• CFA Level I
• CFP® Certification

Industry Keywords

• Ultra-High Net Worth Clientele
• Wealth Planning
• Investment Planning
• Client Support
• CRM Management

Tools & Technologies

• Money Guide Pro
• EMoney
• Vanilla
• Holistiplan
• Tamarac
• Addepar