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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.

Supports Wealth Managers by entering data into financial planning software, preparing comprehensive financial plans, reports, presentations, meeting materials, agendas, correspondence, and follow-up actions. Maintains client relationships, assists with assigned client cases and service operations, attends client and internal investment meetings, and may conduct investment and benefits research. The role includes training and mentoring toward an Associate Wealth Manager position.

Two-year rotational wealth management development program covering client onboarding, client operations, tax operations, portfolio management, and financial planning. Participants build technical and professional skills while supporting client relationships, paperwork, transfers, reporting, trading, investment analysis, and comprehensive financial plans. The program prepares participants for future careers as financial advisors, operations leaders, or tax professionals.