Wealth Planning Associate — Remote Work Eligible

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

Benefits offered by this job

401(k) with employer contribution

Comprehensive benefits: health, dental

HSA with $2,000 employer contribution

Professional designation reimbursement

Paid time off and PTO growth

Flexible remote work

Job summary

True North Advisors is seeking an Associate Wealth Manager (AWM) to join our wealth management team in Dallas. The role focuses on supporting clients and advisers, coordinating projects, and developing planning content in a flexible remote-enabled environment.

You will work with senior advisors to deliver wealth and investment planning services, prepare for client meetings, and manage CRM data while supporting engagement with high-net-worth clientele.

Qualifications

• Bachelor's degree in personal financial planning, accounting, economics, finance, or related field(s).
• CFA Level I or CFP exam is required.
• At least 1 year of financial planning or wealth management experience.
• Experience with ultra-high net worth clientele preferred.
• Experience with planning tools and reporting systems is preferred.

Responsibilities

• Assist senior advisor to deliver wealth and investment planning services.
• Prepare for client meetings, generate materials, document details, and follow up tasks.
• Act as project manager between client, advisor, operations and trading teams.
• Maintain CRM records and ensure dashboard metrics are accurate.
• Develop solutions to complex financial questions using firm resources.

Skills

Client communication

Relationship building

Project management

Analytical skills

Research skills

Team collaboration

Education

Bachelor's degree in personal financial planning

CFA Level I

CFP exam

Tools

Money Guide Pro

eMoney

Vanilla

Holistiplan

Tamarac

Addepar

Job description

True North Advisors is seeking an Associate Wealth Manager (AWM) to join our wealth management team in Dallas. The role focuses on supporting clients and advisers, coordinating projects, and developing planning content in a flexible remote-enabled environment.

You will work with senior advisors to deliver wealth and investment planning services, prepare for client meetings, and manage CRM data while supporting engagement with high-net-worth clientele.