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Owns day-to-day administration, support, integrations, automation, data quality, reporting, vendor management, and technology initiatives for a wealth management firm. The role administers CRM, portfolio accounting, tax, custodian, and Microsoft 365 systems; manages access and cybersecurity coordination; resolves issues; improves processes; builds Power BI reporting; automates manual work with Python or PowerShell; and supports compliance, documentation, and business continuity.

Build relationships with prospective wealth management clients through outbound calls, emails, follow-up, and needs-focused conversations. Educate prospects on financial planning services, maintain CRM records, collaborate with advisors, and advance opportunities through a structured development process. The role emphasizes communication, resilience, coachability, consistent execution, and continuous improvement. No prior sales experience is required, and training is provided.

Wealth management interns support client meeting preparation, financial plans, investment reviews, reports, presentations, research, compliance reviews, trade reviews, and performance analysis. They input data into eMoney and Morningstar, observe client meetings, contribute to investment committee materials, and participate in financial planning and investment team meetings. The role offers technical training, mentoring, networking, and hands-on exposure to financial planning and asset management.

Supports wealth management advisory teams through client meeting preparation, financial plan and report development, investment and technical research, financial planning software data entry, compliance and trade reviews, performance analysis, and client meeting observation. Interns also participate in team meetings, business development research, and a key project while receiving technical training and mentorship.

Associate Wealth Manager prepares and implements client financial plans, investment strategies, reports, and presentations. The role manages assigned client cases, leads select meetings, handles client correspondence, coordinates internal tasks, develops client relationships, and conducts basic investment and benefits research. Candidates need a relevant bachelor's degree, at least three years of similar experience, a CFP, CFA, or CPA designation, and a Series 65 license or active pursuit of one. Relocation to Houston is required.

Paid Spring 2027 marketing internship supporting digital marketing, social media content calendars, content creation, SEO and digital trend research, email campaigns, business development outreach, marketing collateral, and short-form video. Interns collaborate with the marketing team, contribute to brand storytelling and client communications, and gain mentorship and exposure to financial services marketing.

Responsible for generating and nurturing prospective client relationships for a wealth management firm. Duties include making 250+ weekly calls, sending customized emails, prequalifying prospects, scheduling advisor meetings, managing follow-ups, supporting marketing campaigns and events, researching prospects on LinkedIn, handling objections, maintaining CRM data, and reporting activity metrics while complying with industry regulations.

Leads client wealth management relationships, including comprehensive financial planning, investment strategy implementation, performance reviews, client meetings, and ongoing advice. Manages prospective client meetings, prepares proposals, presents the firm’s value proposition, and closes new accounts. Oversees team deliverables, analyzes financial planning software outputs, responds to clients, and contributes to thought leadership through content and webinars.

Leads and coaches a three-person Client Development team while carrying an individual sales quota. Owns prospect meeting volume, conversion rates, pipeline and AUM targets, performance reporting, hiring, onboarding, and process optimization. The manager actively prospects through calls, LinkedIn, and multichannel outreach, analyzes sales data, improves messaging and sequences, and partners with Marketing to optimize campaigns, tools, workflows, and sales performance.

Manage client relationships, tax review, compliance, planning, and advisory services for individuals, families, closely held businesses, trusts, and estates. Review complex federal, state, and international tax filings, identify planning opportunities, collaborate with wealth management professionals, and provide proactive guidance. Lead, mentor, and develop junior staff while maintaining quality, deadlines, responsiveness, and strong client outcomes.