Associate, Wealth Management: Great Opportunity!

Recruiting Partner: John Broker

Dallas, Texas | Finance | | $60,000 to $70,000 | Job ID: 142142

Job Summary

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An established and expanding wealth management firm with $22B+ AUM is looking for an ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT to make an immediate impact by supporting Advisory teams in all aspects of wealth management at its premier Dallas location.

The ideal ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team.

THIS IS A 3-DAY HYBRID ROLE!

ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT RESPONSIBILITIES:

Support Senior Advisors to Manage Full Lifecycle of Wealth Management
Manage On-Boarding Requirements for New Clients
Manage all Client Requests
Collaborate with Advisors on Marketing Strategy

ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT REQUIREMENTS:

Successful Experience in Team Support and Client-Focused Service
Bachelor's Degree and 1+ Years of Experience, Series 65 or 66 Preferred
Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
Elite Communication Skills

ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT SALARY & REQUIREMENTS:

Competitive Salary
Excellent Benefits
Excellent Growth Opportunities
Hybrid Role – 3 Days in Office

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 142142

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John Broker

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.