Associate Advisor - Wealth Management
On-site · Bryan, Texas, United States
Job Summary
Associate Advisor in Wealth Management to support senior advisors through notetaking, meeting preparation, client relationship development, and execution of operational tasks. Responsibilities include reviewing and organizing meeting notes, documenting topics and action items, entering tasks into the CRM, handling service requests, providing operations and service overflow support (opening new accounts, processing applications), and assisting with ongoing client interactions. Required: Bachelor's degree, 3+ years with financial advisors, Series 6 or 7 license, proficiency with Redtail and Morningstar, and strong Microsoft Office skills. The role emphasizes professionalism, confidentiality, teamwork, and ongoing growth toward increased client responsibilities.
Required Qualifications
- Bachelor's degree
- 3+ years of experience working with one or more financial advisors
- Series 6 or Series 7 license
- Knowledge of industry-specific software; familiarity with Redtail, Morningstar preferred
- Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Excellent communication (written and verbal), relationship building, and organizational skills
- Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day
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