Wealth Management Associate
Dallas, TX · On-site
SUMMARY: The Wealth Management Associate partners closely with their assigned external sales ... Gather and document initial client case information to facilitate the introductory meeting * Adhere ...
Wealth Management Associate
Dallas, TX · On-site
SUMMARY: The Wealth Management Associate partners closely with their assigned external sales ... Gather and document initial client case information to facilitate the introductory meeting * Adhere ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Associate Degree in Nursing required; BSN preferred Required * Minimum 3 years clinical nursing experience. Required * Minimum 2 years case management experience. Required * Prior Team Lead or ...
Case Management Associate information
See Texas salary details
$10.30 - $11.89
15% of jobs
$13.44 is the 25th percentile. Wages below this are outliers.
$11.89 - $13.48
11% of jobs
$13.48 - $15.07
3% of jobs
$15.07 - $16.65
4% of jobs
$16.65 - $18.24
11% of jobs
The median wage is $18.62 / hr.
$18.24 - $19.83
28% of jobs
$20.35 is the 75th percentile. Wages above this are outliers.
$19.83 - $21.42
11% of jobs
$21.42 - $23.01
6% of jobs
$23.01 - $24.59
5% of jobs
$24.59 - $26.18
3% of jobs
$26.18 - $27.77
3% of jobs
$10
$18
$27
How much do case management associate jobs pay per hour?
As of Aug 8, 2026, the average hourly pay for case management associate in Texas is $18.40, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $20.38 per hour, depending on experience, location, and employer.
What is the difference between Case Management Associate vs Social Worker?
| Aspect | Case Management Associate | Social Worker |
|---|---|---|
| Required Credentials | High school diploma or bachelor's degree; certifications vary | Bachelor's or master's degree in social work; licensure often required |
| Work Environment | Healthcare facilities, community organizations, insurance companies | Hospitals, clinics, social service agencies |
| Employer & Industry Usage | Healthcare, insurance, community services | Healthcare, social services, government agencies |
| Common Search & Comparison | Yes | Yes |
While both roles involve supporting clients and coordinating services, Case Management Associates typically have less advanced credentials and focus on administrative and coordination tasks. Social Workers often hold advanced degrees and provide more in-depth counseling and advocacy. Understanding these differences helps in choosing the right career path or job search focus.
What is a case management associate?
A Case Management Associate is a professional who supports case managers in coordinating and managing patient care or social services. Their duties often include gathering patient information, assisting with documentation, scheduling appointments, and facilitating communication between clients, healthcare providers, and insurance companies. They help ensure that clients receive appropriate and timely services while maintaining accurate records. Case Management Associates typically work in hospitals, clinics, insurance companies, or social service agencies and play a key role in streamlining the case management process.
What are some common challenges faced by case management associates, and how can they be addressed?
Case Management Associates often navigate challenges such as balancing high caseloads, managing complex client needs, and coordinating communication among various service providers. Time management and organizational skills are crucial in prioritizing tasks and ensuring timely follow-up. Building strong relationships with clients and maintaining clear, consistent communication with interdisciplinary teams can help address these challenges and lead to more effective outcomes.
What are the key skills and qualifications needed to thrive as a case management associate, and why are they important?
To thrive as a Case Management Associate, you generally need foundational knowledge in healthcare or social services, often supported by an associate's or bachelor's degree in a related field. Familiarity with case management software, electronic health records (EHR), and documentation systems is typically required. Outstanding organizational skills, empathy, and effective communication help you excel in coordinating care and supporting clients. These competencies are essential for ensuring efficient case resolution, client satisfaction, and seamless collaboration with interdisciplinary teams.
What is the job of a case management associate?
The responsibilities of a case management associate involve managing cases for patients in a health care, mental health care, or social services setting. Your duties in this career often involve working on documentation for clients or patients. You may complete admission and discharge paperwork and communicate with patients or clients during the process so that they understand each step. Some case management aides may interact extensively with patients to get initial information that the caseworker or manager can use to make an assessment.
More about Case Management Associate jobs
What are the most commonly searched types of Case Management jobs in Texas? The most popular types of Case Management jobs in Texas are:
What cities in Texas are hiring for Case Management Associate jobs? Cities in Texas with the most Case Management Associate job openings:
Job description
SUMMARY: The Wealth Management Associate partners closely with their assigned external sales representatives and advisors working to promote and sell Allworth's financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for external partners and prospective clients and are responsible for prompt meeting scheduling, accurate and timely data gathering and client deliverables, and generally overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best-in-class relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Wealth Management Associate reports directly to the Head of Custodial Referral Programs but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners.
The Wealth Management Associate works actively as part of a cross-functional, centralized support team to: (1) Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner; (2) Coordinate with all internal and external parties to make sure each step of the sales cycle is completed in an optimal timeframe; and (3) Oversee the onboarding process to ensure a superior client experience and new business success.
DUTIES AND RESPONSIBILITIES:
- First point of contact (25%)
- Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner
- Ensure introductory meeting is scheduled in a timely manner and in coordination with all involved parties
- Gather and document initial client case information to facilitate the introductory meeting
- Adhere to best-in-class response and turnaround times both initially and throughout the new business process
- Sales cycle oversight (40%)
- Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe
- Work to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materials
- Oversee the onboarding process including paperwork packet creation and delivery to all appropriate parties, funding of accounts, and necessary communications
- Ongoing sales support (35%)
- Maintain superior knowledge of program-specific rules of engagement and systems
- Help to oversee assigned regional pipelines of new business opportunities
- Provide data management and systems-related support to assigned sales reps
- Report on the effectiveness of regional sales activity and tactics to leadership, as requested
Willingness to travel up to 10%
EXPERIENCE AND QUALIFICATIONS:
- 4-year degree in finance, business or related
- 3+ years of sales support or related experience
- Client service or relationship management experience a plus
- Working knowledge of Salesforce or a similar CRM a plus
- Ability to effectively manage multiple projects
- Well organized and with excellent attention to detail, including basic proofreading skills
- Excellent verbal and written communication skills
- Ability to work independently and within a team
- Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)
- Willingness to learn about - and work compliantly within - the financial services industry
- Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies
OSHA REQUIREMENT: This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.