facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Associate Wealth Advisor

Investec is a boutique wealth management firm founded in 1984. We have grown to be one of the Top Money Management Firms and Largest Independent Wealth Management Practices as recognized by the Houston Business Journal and Financial Advisor Magazine. 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 Wealth Advisors with daily 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 Wealth Advisors on assigned client projects. In addition, performing investment research and assisting with client service and operations as needed.

Responsibilities

  • Data entry and design of comprehensive financial plans to be reviewed with 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 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 investment research and client company benefit research
  • Attend the Firm's Wealth Planning meetings and 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
  • 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 health, dental, vision and life insurance, as well as 401(k) matching and profit sharing

Click Here to Apply