Wealth Management Associate

At TalentWealth Recruiting, we partner with independent wealth management firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Austin, TX overseeing approximately $1 billion in client assets, is seeking an experienced, sharp, and highly motivated Wealth Management Associate.This role plays a key role in delivering a high-touch client experience and supporting the advisory team. This position is ideal for a detail-oriented professional with strong client service skills, experience working with high-net-worth clients, and a background in life insurance and annuities.Essential Duties and Responsibilities: Client Service & Relationship Support Serve as a primary point of contact for client service requests, providing professional, responsive, and personalized supportBuild and maintain trusted relationships with high-net-worth clients and their familiesCoordinate client onboarding, account maintenance, and ongoing service needsPrepare client correspondence, follow-ups, and post-meeting action itemsCustom Client Reporting & Account UpdatesCreate custom client account update reports, including: Investment account summaries, Performance snapshots and asset allocation overviews, Contribution, distribution, and income trackingCustomize reporting based on individual client preferences and complexityAssist advisors with meeting preparation by assembling tailored reports and presentation materialsInvestment & Account AdministrationAssist with the setup and servicing of brokerage, advisory, retirement, trust, and managed accountsProcess transactions, transfers, contributions, distributions, and required documentationCoordinate with custodians to ensure timely and accurate executionMonitor account activity and proactively identify service issues or follow-upsCompliance & DocumentationEnsure all client documentation, forms, and records are complete, accurate, and compliantMaintain detailed CRM notes, service logs, and document storageAdhere to regulatory, firm, and carrier requirementsTeam & Practice Support Collaborate closely with advisors and operations staff to support firm-wide goalsContribute to process improvements and service efficiencies as the firm growsSupport special projects and evolving client service initiativesQualifications: Required:4-year degreeGeneral office practices, procedures, and methods.Investment concepts, practices, and procedures used in the securities industry.Financial markets and products.Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.Analyzing to be able to research account information.Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.Handle stressful situations and provide a high level of customer service in a calm and professional manner.Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.Use mathematics sufficient to process account and transaction information.Work independently.Provide a high level of customer service.Preferred: Experience with CRM, portfolio reporting, and custodial platformsFamiliarity with financial planning, retirement, and estate planning conceptsExperience in an independent RIA or hybrid advisory firm

Created: 2026-05-09