Wealth Planning Associate — Remote & Client-Focused

True North Advisors; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

PTO 15 days

Telecommuting opportunities

401(k) with employer contribution

Medical, dental, vision and HSA with $

Educational reimbursement

Free financial planning services for员工

Company events

Job summary

True North Advisors is seeking an Associate Wealth Manager to join our wealth management team in Dallas. This full-time role involves supporting clients and advisors, coordinating projects, developing planning content, and maintaining CRM data.

Remote work flexibility is available, with base in our Dallas office. Ideal candidates have a finance-related degree, CFA Level I or CFP, and at least 1 year of wealth management experience.

Qualifications

• Bachelor's degree in a relevant financial field or equivalent.
• CFA Level I or CFP exam completed or in progress.

Responsibilities

• Assist senior advisor in delivering wealth and investment planning services.
• Prepare for, attend, and follow up on client meetings with materials and notes.
• Serve as project manager between client, advisor, operations and trading teams.
• Maintain CRM records for client interactions, opportunities, and referrals.
• Develop solutions to complex tax, estate, retirement, investment and insurance questions.
• Track and oversee timely completion of client requests and deliverables.
• Support enhanced client engagement through proactive touchpoints.
• Ensure wealth planning projects are documented in the CRM.
• Continue to grow planning and investment knowledge via work, study and trainings.

Skills

Strong communication

Interpersonal skills

Analytical skills

Research skills

Project management

Self-starter

Education

Bachelor's degree in personal financial planning, accounting, economics, finance, or related field

CFA Level I or CFP exam

Tools

Money Guide Pro

eMoney

Vanilla

Holistiplan

Tamarac

Addepar

Job description

True North Advisors is seeking an Associate Wealth Manager to join our wealth management team in Dallas. This full-time role involves supporting clients and advisors, coordinating projects, developing planning content, and maintaining CRM data.

Remote work flexibility is available, with base in our Dallas office. Ideal candidates have a finance-related degree, CFA Level I or CFP, and at least 1 year of wealth management experience.