$75K - $85K/yr
... day-to-day client service. The ideal candidate will possess a strong understanding of financial ... Successful candidates typically have at least two years of client-facing experience providing ...
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$75K - $85K/yr
... day-to-day client service. The ideal candidate will possess a strong understanding of financial ... Successful candidates typically have at least two years of client-facing experience providing ...
$50 - $60/hr
Day-to-Day Ownership: Serve as the primary operational contact for assigned programs, ensuring a ... Review client-facing outputs to ensure data insights and creative recommendations are clear ...
New
$50 - $60/hr
Day-to-Day Ownership: Serve as the primary operational contact for assigned programs, ensuring a ... Review client-facing outputs to ensure data insights and creative recommendations are clear ...
New
Bowie, MD · On-site
$55K - $65K/yr
Client-facing title: Tax Advisor Internal title: Tax Planning Assistant Responsibilities * Assist ... Health insurance eligibility after 60 days * Education assistance up to $5,250 annually after 1 ...
Bowie, MD · On-site
$55K - $65K/yr
Client-facing title: Tax Advisor Internal title: Tax Planning Assistant Responsibilities * Assist ... Health insurance eligibility after 60 days * Education assistance up to $5,250 annually after 1 ...
Bowie, MD · Remote
$55K - $65K/yr
Client-facing title: Tax Advisor Internal title: Tax Planning Assistant Responsibilities * Assist ... Health insurance eligibility after 60 days * Education assistance up to $5,250 annually after 1 ...
Bowie, MD · Remote
$55K - $65K/yr
Client-facing title: Tax Advisor Internal title: Tax Planning Assistant Responsibilities * Assist ... Health insurance eligibility after 60 days * Education assistance up to $5,250 annually after 1 ...
... day client interactions. * Serve as the primary operational point of contact for an assigned ... Track action items and follow-ups from client-facing meetings, including regulatory and partner ...
... day client interactions. * Serve as the primary operational point of contact for an assigned ... Track action items and follow-ups from client-facing meetings, including regulatory and partner ...
Novi, MI · On-site
$85K - $100K/yr
... day client interactions. * Serve as the primary operational point of contact for an assigned ... Track action items and follow-ups from client-facing meetings, including regulatory and partner ...
Novi, MI · On-site
$85K - $100K/yr
... day client interactions. * Serve as the primary operational point of contact for an assigned ... Track action items and follow-ups from client-facing meetings, including regulatory and partner ...
OR · On-site
$60K - $70K/yr
... day client needs. * Respond to tactical client requests (e.g. pulling reports, answering product questions, creating follow-up materials). * Build and populate client-facing resources such as kick ...
The person will be able to work remotely from home the other days they aren't needed onsite. For ... client facing role - Excellent oral, written and presentation skills in English. Ability to work ...
The person will be able to work remotely from home the other days they aren't needed onsite. For ... client facing role - Excellent oral, written and presentation skills in English. Ability to work ...
Manage day-to-day client care including answering phones, responding to emails, scheduling meetings ... Significant experience in a client-facing support role within financial services, preferably at an ...
Manage day-to-day client care including answering phones, responding to emails, scheduling meetings ... Significant experience in a client-facing support role within financial services, preferably at an ...
Position Summary The Design Center Consultant (Part-time) supports the day-to-day client experience ... This is an entry level, client facing position with training provided. Key Responsibilities Client ...
Position Summary The Design Center Consultant (Part-time) supports the day-to-day client experience ... This is an entry level, client facing position with training provided. Key Responsibilities Client ...
$16 - $20.25/hr
You'll work directly with Account Managers and client-facing teams to support broker and client ... Support Account Managers in day-to-day client and broker relationship management, serving as a ...
Be Seen First
Burr Ridge, IL · Remote
$70K - $80K/yr
Client Success Manager The Client Success Manager is responsible for the day-to-day relationship ... facing meetings independently and representing the company with credibility • Proficiency with ...
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Be Seen First
Burr Ridge, IL · Remote
$70K - $80K/yr
Client Success Manager The Client Success Manager is responsible for the day-to-day relationship ... facing meetings independently and representing the company with credibility • Proficiency with ...
Oklahoma City, OK · On-site
$3.5K/hr
... day. Client flow is already in placeyour mission is execution. What You'll Do: * Meet clients on ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
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Oklahoma City, OK · On-site
$3.5K/hr
... day. Client flow is already in placeyour mission is execution. What You'll Do: * Meet clients on ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Manage the processes and procedures for all finance and accounting day-to-day responsibilities, leveraging client resources and/or Growth Operators team members as appropriate. * Manage projects to ...
Manage the processes and procedures for all finance and accounting day-to-day responsibilities, leveraging client resources and/or Growth Operators team members as appropriate. * Manage projects to ...
Oklahoma City, OK · Remote
$3.5K/mo
... every day. Client flow is already in place-your mission is execution. What You'll Do: * Meet ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Oklahoma City, OK · Remote
$3.5K/mo
... every day. Client flow is already in place-your mission is execution. What You'll Do: * Meet ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Oklahoma City, OK · Remote
$3.5K/mo
... every day. Client flow is already in place-your mission is execution. What You'll Do: * Meet ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Oklahoma City, OK · Remote
$3.5K/mo
... every day. Client flow is already in place-your mission is execution. What You'll Do: * Meet ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Oklahoma City, OK · On-site
$3.5K/hr
... day. Client flow is already in placeyour mission is execution. What You'll Do: * Meet clients on ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Quick apply
Oklahoma City, OK · On-site
$3.5K/hr
... day. Client flow is already in placeyour mission is execution. What You'll Do: * Meet clients on ... Experience in sales or client-facing roles * Strong communication and closing skills * Comfortable ...
Boston, MA · On-site
$54 - $56/hr
... facing change delivery across trade lifecycle, cash, and corporate actions to the IMOS strategic platform. Responsibilities: Serve as the day-to-day client and third-party point of contact for ...
Boston, MA · On-site
$54 - $56/hr
... facing change delivery across trade lifecycle, cash, and corporate actions to the IMOS strategic platform. Responsibilities: Serve as the day-to-day client and third-party point of contact for ...
Support day-to-day client operations activities tied to wealth advisors and fund administrators ... Recent graduate who is polished/professional and comfortable in a client-facing operations ...
Support day-to-day client operations activities tied to wealth advisors and fund administrators ... Recent graduate who is polished/professional and comfortable in a client-facing operations ...
Pittsburgh, PA · On-site
Support day-to-day client operations activities tied to wealth advisors and fund administrators ... Recent graduate who is polished/professional and comfortable in a client-facing operations ...
Pittsburgh, PA · On-site
Support day-to-day client operations activities tied to wealth advisors and fund administrators ... Recent graduate who is polished/professional and comfortable in a client-facing operations ...
$75K - $85K/yr
Full-time
Retirement, PTO
Posted 22 days ago
Location: Fort Worth, TX
Reports To: Managing Director / Lead Advisor
One of our clients is seeking a highly motivated and detail-oriented Wealth Management Associate to support its advisory team in delivering exceptional financial planning and investment management services. This individual will play a key role in trading, investment implementation, financial plan preparation, and day-to-day client service.
The ideal candidate will possess a strong understanding of financial markets, portfolio construction, annuities, life insurance products, and client relationship management within a wealth management environment.
Successful candidates typically have at least two years of client-facing experience providing financial guidance, developing and implementing financial plans, reviewing client accounts and strategies, and maintaining long-term client relationships.
Key ResponsibilitiesConduct 3-5 client review meetings daily.
Review and compare life insurance and annuity products.
Research and address complex financial planning questions.
Execute trades and manage client accounts on behalf of the practice.
Manage model portfolios through industry-standard wealth management platforms.
Prepare, update, and maintain comprehensive financial plans.
Support advisors in developing investment and retirement planning strategies.
Assist with annuity, mutual fund, and managed account transactions.
Conduct portfolio reviews, performance monitoring, and account rebalancing.
Maintain accurate client records and ensure compliance with firm policies and procedures.
Prepare meeting materials, reports, and client follow-up documentation.
Coordinate with custodians, carriers, and investment partners to facilitate account operations.
Contribute to process improvements and operational best practices.
1-3 years of client-facing experience within a registered investment advisory, brokerage, or financial services environment.
Series 7 and Series 66 licenses required, or ability to obtain promptly.
Ability to obtain a Texas Life and Health Insurance License within 90 days of hire.
Bachelor's degree in Finance, Economics, Business, or a related field preferred.
Working knowledge of annuities, mutual funds, investment products, and portfolio management principles.
Strong analytical, organizational, and problem-solving skills.
Excellent communication and interpersonal abilities.
Ability to manage multiple priorities in a fast-paced, client-focused environment.
Competitive compensation with additional commission opportunities.
401(k) with company match.
Paid time off.
Collaborative and professional work environment.
Meaningful client interaction and relationship-building opportunities.
Career growth and professional development support.
Full-time
Monday through Friday - 8:30am-5:30pm
In-office
Fort Worth, Texas
Sourced by ZipRecruiter
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
