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SalaryAbout Us
We are a boutique wealth management firm in Southwest Houston, Texas providing investment management, advanced planning, and tax preparation services to affluent families. Our mission is to help our entrepreneurial clients preserve their wealth for generations to come. We are looking for a motivated and organized individual to help conduct smooth operations and memorable client service for our firm.
How To Apply
Submit a resume AND a cover letter. You must include either a cover letter or a video resume highlighting your experience. You MUST submit a cover letter with a resume/video resume.You must include the following statement in the cover letter "I understand this is a contract position." Your application will not be considered if a cover letter is not included.
About the Position
As a Client Relationship Associate, you will work to create and deliver a consistent client experience that defines and differentiates the practice. Associate will consistently follow high standards of professional ethics, and legal and regulatory requirements.
Responsibilities include:
Client Onboarding, maintenance, and updates
- Follow the Benzer Process to connect and onboard prospective clients
- Prepare proposals and guide prospective clients through the Benzer Process
- Manage Client Onboarding, maintenance, and updates process
- Follow the Benzer Model to set up and update client profiles and financial lives
- Answer questions and provide readily available information to clients and associates as needed
- Support branding and marketing initiatives including print, video & online
- Meeting preparations and follow-up (Pre & Post meeting)
- Meeting Summaries (Mind map, Asset-Map, Financial Profiling)
- CRM & Data Management
- Daily reporting and monitoring
Email, correspondence, and Calendar Management
- Client and third-party communication/coordination
- Work alongside the Associates to manage the flow of activities
- Work alongside Planner, Service Manager, and Tax Advisor to implement strategies
- Recognize, prioritize, and manage communication with various parties
Client and Client Account Management
- Custodial Work, Client Account and Request Management
- Forms and application management Rollover and transfer management
- Proposal
- Follow the Benzer Model to set up and update client profiles and financial lives
- Insurance Support and Underwriting Monitoring
- Respond to ad hoc requests, coordinate/track projects
- Answer questions and provide readily available information to clients
Additional projects as needed or proposed
About You
Education and Experience We Value:
Prior experience with a Financial Advisory practice is required
FPQP Registered or Enrolled in the CFP Program will be favorably considered
Proficient and comfortable with digital tools, onboarding, and servicing
Work history must include:
- Experience working with at least one custodian like Schwab, Fidelity, TD Ameritrade, etc
- Experience working with at least one CRM for the financial services industry like Wealthbox, Redtail, Salesforce, etc
- Experience working with planning software like Emoney, MoneyguidePro, Naviplan, etc
- Experience following, improving, or creating workflows to manage the practice operations
Qualities We Believe That Are Important:
Organized, attention to detail with phenomenal due diligence
Confidential, efficient, and effective
Ability to manage various business functions of the practice
Polite and clear manner online, on-phone, or in-person
Entrepreneurial perspective
Job Type: Contract
Pay: $22.00 - $26.00 per hour
Expected hours: 24 – 30 per week
Benefits:
- Professional development assistance
Compensation package:
- 1099 contract
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Experience:
- Work with custodians such as Schwab, Fidelity etc: 2 years (Required)
- Emoney, MoneyguidePro or similar financial planning software: 2 years (Required)
- Client management of financial services or similar firm: 2 years (Required)
Work Location: Remote
