Jobs
>
Dallas

    Associate Advisor - Dallas, United States - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Dallas, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    This Wealth Advisor opportunity is for an independent RIA that serves the wealth management needs of UHNW families and individuals. This role will support a Senior Wealth Manager, delivering financial planning and investment advice to clients, and upholding the commitment to integrity and excellence in service. This role is not expected to source new client relationships, but there is a financial incentive for successful business development efforts.

    Duties & Responsibilities

    • Support Senior Wealth Managers in delivering financial planning solutions and investment advice to clients
    • Collaborate with advisory teams to address complex tax, estate, retirement, and insurance issues for clients
    • Build professional, deep relationships with clients who have been with the firm for years
    • Participate in training and development programs for career advancement
    • Adhere to confidentiality standards when handling client matters
    • Self-starter who thrives in a team approach to client service while thriving in an entrepreneurial atmosphere

    Qualifications

    • Bachelor's degree in Personal Financial Planning or a relevant finance-related field, with a minimum GPA of 3.0
    • CFP designation (or current progress towards it)
    • 2-8 years of financial planning expertise, preferably serving HNW or UHNW clients
    • Proficiency with Financial Planning Software (e. Tamarac, MoneyGuidePro, E-Money, Schwab)
    • Strong interpersonal skills and ability to work effectively as a team
    • Proficient in Outlook and Microsoft Office
    • Ability to manage multiple projects while maintaining confidentiality
    • Excellent work references

    Benefits

    • Competitive base and bonus structure
    • Generous PTO and 401(k) with employer contribution
    • Volunteer days off
    • Remote work opportunities
    • Insurance coverage
    • Free financial planning services for employees and their spouses
    • Engaging, collaborative, and lively office vibe
  • AlTi Tiedemann Global

    Associate Advisor

    2 weeks ago

    AlTi Tiedemann Global Dallas, United States

    AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, ...

  • American Heart Association

    Associate Science and Medicine Advisor

    1 week ago

    American Heart Association Dallas, United States

    Overview · As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Associa ...

  • American Heart Association

    Associate Science and Medicine Advisor

    1 week ago

    American Heart Association Dallas, United States

    **Overview** · As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Ass ...

  • American Heart Association

    Associate Science and Medicine Advisor

    1 week ago

    American Heart Association Dallas, United States

    As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Association, your ...

  • European Wax Center

    Sales Associate/ Beauty Advisor

    2 weeks ago

    European Wax Center Dallas, United States

    Job descriptionAre you an outgoing driven professional with a passion for sales? Looking to hustle with a goal driven team of like minded individuals? With uncapped commissions and bonuses. Look no further and turn your passion into a rewarding career with European Wax Center.EWC ...

  • Armanino

    Tax Senior Associate, Private Client Advisors

    3 weeks ago

    Armanino Dallas, United States

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of re ...

  • Armanino

    Tax Senior Associate, Private Client Advisors

    3 weeks ago

    Armanino Dallas, United States

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be · Among the top 20 Largest Firms in the Nation · and one of the · Best Places to Work. · We have a com ...

  • Armanino McKenna Certified Public Accountants & Consultants

    Tax Senior Associate, Private Client Advisors

    2 weeks ago

    Armanino McKenna Certified Public Accountants & Consultants Dallas, United States

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resou ...

  • Hub International

    Associate Advisor

    1 week ago

    Hub International Fort Worth, United States

    About Us: · HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices ...

  • HUB International Limited

    Associate Advisor

    1 week ago

    HUB International Limited Fort Worth, United States

    About Us:HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,00 Advisor, Associate, Financial ...

  • Molina Healthcare

    Community Connector

    4 days ago

    Molina Healthcare Dallas, United States

    These positions will be making outbound calls to our pregnant and postpartum members to engage and provide any additional resources if needed. You may also be receiving inbound calls in which you would be engaging members as well. · Schedule will be Monday through Friday from 8am ...

  • The Travelers Companies, Inc.

    Associate Sales Advisor

    3 weeks ago

    The Travelers Companies, Inc. Richardson, United States

    Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultur ...

  • The Travelers Companies, Inc.

    Associate Sales Advisor

    2 weeks ago

    The Travelers Companies, Inc. Richardson, United States

    Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultur ...

  • The Travelers Companies, Inc.

    Associate Sales Advisor

    2 weeks ago

    The Travelers Companies, Inc. Richardson, United States

    Who Are We? · Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture ...

  • The Travelers Companies Inc.

    Associate Sales Advisor

    3 weeks ago

    The Travelers Companies Inc. Richardson, United States

    Who Are We? · Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture ...

  • The Travelers Companies, Inc.

    associate sales advisor

    2 weeks ago

    The Travelers Companies, Inc. Richardson, United States

    Who Are We? · Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture ...

  • THE TRAVELERS INDEMNITY COMPANY

    Associate Sales Advisor

    2 weeks ago

    THE TRAVELERS INDEMNITY COMPANY Richardson, United States

    Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultur ...

  • THE TRAVELERS INDEMNITY COMPANY

    Associate Sales Advisor

    3 weeks ago

    THE TRAVELERS INDEMNITY COMPANY Richardson, United States

    Who Are We?Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture th ...

  • The Travelers Companies, Inc.

    Associate Sales Advisor

    2 weeks ago

    The Travelers Companies, Inc. Richardson, TX, United States

    Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture t ...

  • Beacon Pointe

    Associate Wealth Advisor

    3 weeks ago

    Beacon Pointe Plano, United States

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This ...