Opportunity

Fast growing, award winning, high-end boutique Financial Advisory Firm is seeking a goal oriented, hardworking teammate to join our exceptional and highly positive team.  If you are looking for on-the job training and an inclusive work environment, then this job is for you.

Our Brand

We are a Premier Wealth Management Firm located in Fort Worth, TX managing approximately 380 million in assets.  We consistently rank in the top 5 out of 1,200 advisors, with 4 years as #1.  We are committed to delivering exceptional, personal service to our clients.

The Position

You will have a supporting role in all aspects of our business.  Must be team oriented, follow directions and deliver high quality customer service and care for our clients.   

Responsibilities

• Analyze financial and investment information to determine strategies, products and services to help meet client needs and objectives.
• Prepare information for quarterly and annual reviews including fund research, portfolio recommendations and ensure appropriate documentation and compliance requirements are satisfied
• Attend client meetings, take notes, follow up and correspond with clients
• Open new accounts, prepare paperwork and onboard prospects. Assist with trading and back-office work as needed
• Conduct annual client meetings with W4 and W5
• Utilize eMoney, gather data and prepare presentations
• Prospect calling and manage prospect pipelines
• Oversee our marketing strategies and communications
• Oversee event scheduling and planning
• Implement website and social media strategies
• Gather assets and prospect

• CFP (Preferred)
• FINRA License (Preferred)
• Minimum 1-2 years of financial experience or education
• Proficient in Microsoft Office
• Prior eMoney experience a plus