Wealth Manager

Eckard Enterprises, LLC; United States; On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Teladoc

401(k) with company match

Paid Time Off

Relocation assistance

Job summary

Eckard Enterprises, LLC in Allen, TX seeks a driven Wealth Manager to develop relationships with high-net-worth and accredited investors, understand financial goals, and evaluate investment opportunities. This is a client-facing role focused on effective communication and strategic guidance.

You will educate clients on investment opportunities, coordinate with portfolio teams, and maintain a disciplined sales pipeline.

Qualifications

• Minimum 3 years of professional sales experience required.
• Demonstrated success in sales, business development, or relationship management.
• Experience with high-value or consultative sales strongly preferred.
• Financial services, wealth management, investment, real estate, or oil and gas experience is a plus.

Responsibilities

• Build and maintain long-term relationships with high-net-worth and accredited investors
• Manage prospective investors from initial conversation through investment and ongoing relationship management
• Educate clients on available investment opportunities, structures, risks, potential returns, and timelines
• Follow up with prospective and existing investors and maintain a disciplined sales pipeline
• Identify opportunities to deepen existing client relationships
• Participate in investor events, dinners, conferences, webinars, and other business-development initiatives
• Coordinate with portfolio, investment, client service, operations, accounting, and marketing teams
• Maintain accurate and timely records of client conversations and follow-up activity
• Consistently meet individual and team performance expectations

Skills

Sales experience

Relationship management

High-value / consultative sales

Tools

Microsoft Office Suite

Job description

Eckard Enterprises is a family-owned and operated energy asset management firm based in Allen, TX. We focus on the U.S. oil and gas industry, managing a diverse portfolio of assets including mineral rights, exploration and production, steel fabrication, and pipeline infrastructure.

We believe that owning tangible energy assets is one of the most stable, long-term investment strategies in today’s market—and we are committed to delivering exceptional service and value to our clients.

This is an opportunity to join a growing organization, work directly with successful investors and business owners, and develop expertise in alternative investments and the energy industry. For the right person, this role provides significant opportunity to grow a client base, expand professional relationships, and build a long-term career within the organization.

About the Role

We are seeking a driven, relationship-focused Wealth Manager to join our growing Wealth Management team. This is a client-facing position focused on developing relationships with high-net-worth and accredited investors, understanding their financial goals, and helping them evaluate investment opportunities. The ideal candidate has a strong track record in sales, business development, or relationship management and is comfortable communicating with successful entrepreneurs, physicians, executives, business owners, and other sophisticated investors. A minimum of three years of professional sales experience is required. Previous experience in wealth management, financial services, investments, real estate, oil and gas, or other high-value relationship-based sales is preferred but not required.

Responsibilities

• Build and maintain long-term relationships with high-net-worth and accredited investors
• Manage prospective investors from initial conversation through investment and ongoing relationship management
• Educate clients on available investment opportunities, structures, risks, potential returns, and timelines
• Follow up with prospective and existing investors and maintain a disciplined sales pipeline
• Identify opportunities to deepen existing client relationships
• Participate in investor events, dinners, conferences, webinars, and other business-development initiatives
• Coordinate with portfolio, investment, client service, operations, accounting, and marketing teams
• Maintain accurate and timely records of client conversations and follow-up activity
• Consistently meet individual and team performance expectations

Qualifications

• Minimum 3 years of professional sales experience required
• Demonstrated success in sales, business development, or relationship management
• Experience with high-value or consultative sales strongly preferred
• Financial services, wealth management, investment, real estate, or oil and gas experience is a plus
• Proven ability to build trust and develop long-term client relationships
• Excellent verbal and written communication skills
• Strong presentation and interpersonal skills
• Highly organized with disciplined follow-up
• Competitive, self-motivated, and results-oriented
• Ability to operate effectively in a fast-paced, high-accountability environment with a team

Required Skills

• Microsoft Office, including but not limited to Excel, Outlook, Word, and PowerPoint
• Personal accountability
• Ability to develop relationships, ask the right questions, follow up consistently, and earn business through trust and credibility
• Comfort having conversations with sophisticated investors
• Ability to manage relationships that can span years
• Competitive and motivated by results while understanding that long-term relationships come before short-term transactions

Preferred Skills

• Financial and investment knowledge (can be developed)
• Medical, Dental, Vision, Life, LTD, and Teladoc benefits
• 401(k) with company match
• Paid Time Off (PTO)
• Relocation assistance may be available for the right candidate

Why Join Eckard Enterprises?

• Opportunity to grow within a stable and expanding company
• Exposure to the energy investment sector
• Collaborative, family-oriented culture
• Direct visibility to leadership and cross-functional teams

EEO STATEMENT

Eckard Enterprises, LLC is an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.