Description
The Associate Wealth Manager supports a Senior Wealth Manager by preparing and implementing client financial strategies, managing assigned client cases, handling client correspondence, leading select client meetings, presenting financial plans, and developing client relationships. The role requires a bachelor’s degree in a relevant field, at least three years of similar industry experience, a CFP/CFA/CPA designation, and a Series 65 securities license. It is based in Houston, Texas, with a base salary of $80,000-$125,000 per year plus quarterly bonuses and benefits including medical, dental, vision, retirement, paid time off, and employer-contributed insurance.
