Wealth Management Associate

Job Description

Job Description

Wealth Management Associate

Location: Fort Worth, TX
Reports To: Managing Director / Lead Advisor

Position Summary

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 Responsibilities

• Conduct 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.

Qualifications

• 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.

Compensation & Benefits

• 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.

Schedule

• Full-time

• Monday through Friday - 8:30am-5:30pm

Work Location

• In-office

• Fort Worth, Texas

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
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.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global 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.\r\n\r\nAs 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.