Wealth Management Associate

Garry Executive Search has been retained by a well-established, fee-only wealth management firm in Dallas to recruit a Wealth Management Associate to support a growing advisory team. This is an excellent opportunity for someone with experience in wealth management operations or client service who enjoys being at the center of the client experience and wants to grow long-term within a collaborative, team-oriented firm. The Opportunity This role sits within a highly collaborative wealth management environment where every client is served by a team , not an individual advisor. The Client Service Associate plays a key role in supporting advisors, ensuring a smooth client experience, and keeping day-to-day operations running efficiently. You’ll have exposure to multiple areas of the business including onboarding, account maintenance, portfolio administration, and client communication—while working closely with advisors and operations professionals. What You’ll Be Doing Support client onboarding, including account opening, transfers, and system updates Process client paperwork and account maintenance with custodians Serve as a point of contact for clients via phone and email Maintain accurate client information and task notes in the CRM Coordinate with custodians to ensure timely and accurate processing Assist with portfolio system maintenance and reporting updates Support internal teams with document management and workflow organization Background They’re Looking For Prior experience in wealth management, financial services, or a related client service role Strong written and verbal communication skills Highly organized with strong attention to detail Comfortable managing multiple priorities in a fast-paced environment Proficiency with Microsoft Office Experience with CRM systems and portfolio reporting platforms (Tamarac, Salesforce, or similar) is a plus Experience working with Schwab and/or Fidelity is a plus Series 7, 66 required 401(k) Generous PTO Supportive, team-first culture with long-term growth opportunities Why This Role Stands Out Fee-only, fiduciary wealth management environment Strong team culture — collaborative, supportive, and low-ego Exposure to the full client lifecycle in wealth management Long-term career runway within a growing firm Interested in Learning More? This search is being conducted confidentially by Garry Executive Search , a boutique recruiting firm specializing exclusively in the wealth management and RIA industry. Apply directly to start a discreet conversation. Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply. #J-18808-Ljbffr