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Associate Wealth Advisor

Company Profile

Investec is a boutique wealth management firm founded 35 years ago in 1984. We have grown to be one of the Top Money Management Firms & Largest Independent Wealth Management Practices as recognized by the Houston Business Journal. As we continue to grow, we are looking for an experienced and passionate Associate Wealth Advisor to join our team.


Job Summary

The Associate Wealth Advisor will support the Senior Wealth Advisors on day to day client relationship management while receiving training and one-on-one mentoring. This position has the responsibility of assisting with meeting preparation, attending client meetings, and working closely with Senior Wealth Advisors on assigned client projects. Perform basic investment research and assist with client service and operations as needed.


Responsibilities

  • Data entry and design of comprehensive financial plans to be reviewed with Senior Wealth Advisor
  • Prepare various client reports and presentations for client meetings
  • Assist Wealth Advisors and the Team with meeting preparation
  • Attend client meetings, take detailed notes, and prepare follow up correspondence
  • Work closely with Senior Wealth Advisors of assigned client projects, including documenting and delegating client follow up tasks to the Team, corresponding with clients outside advisors such as CPA and/or Attorney
  • Perform basic investment research and client company benefit research
  • Attend weekly Wealth Planning meetings and monthly Investment meetings
  • Assist with client service and operations as needed

Qualifications

  • Bachelor’s degree in finance or related field
  • 3-5 years of wealth management/financial services experience
  • CFP certification, or currently pursuing
  • Experience providing comprehensive wealth management services to families
  • Requires an individual who is a self-starter
  • Strong technical and interpersonal skills
  • Ability to collaborate and contribute to a team environment
  • Experience with Redtail CRM, MoneyGuide Pro, and Tamarac software systems preferred

Salary & Benefits

  • Salary will be based on experience
  • Incentive bonus based on 110% effort
  • Benefits include PTO, health care, profit sharing, and 401(k) match

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