Associate Wealth Manager
True North Advisors is seeking an Associate Wealth Manager (AWM) to join our wealth management team. This role is responsible for providing client and advisor support, coordinating projects between internal teams, developing planning and investment content, and maintaining CRM information. This is a full-time position based in our Dallas office and offers remote work flexibility. Responsibilities:
- 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, documenting meeting details, and completing follow up tasks.
- Act as project manager and liaison between the client, senior advisor, operations, and trading teams to ensure seamless execution of projects.
- Maintain accurate and up-to-date CRM records for all client interactions, opportunities, meetings, and referral activity; ensuring dashboard metrics are accurate.
- Develop solutions to complex tax, estate, retirement, investment, and insurance questions for clients, utilizing internal teams as necessary.
- Track and oversee the timely completion of all 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.
- Work to continuously enhance planning and investment knowledge through work output, self-study, and attendance at firm lead trainings. Required Experience:
- 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 or actively preparing for the exam
- 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 (Money Guide Pro, eMoney, Vanilla, & Holistiplan) and reporting systems (Tamarac & 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 Benefits & Perks:
- Competitive base salary
- Competitive bonus potential based on successful execution of firm goals and individual performance metrics
- 15 days of Paid Time Off(PTO)for new employees; increases to18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)
- Telecommuting opportunities
- 401(k) with employer contribution
- Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free Financial Planning services for employees and their spouses
- Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more! Background True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest. We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Apply tot his job
Apply tot his job Apply To this Job