Associate, Wealth Management

We are looking for a motivated professional to join our Dallas-based team as an associate. This role will help build the foundation you need to successfully grow within the company.

Requirements

• 1-2+ years of relevant work or internship experience
• Deep curiosity about the financial markets
• Exceptional organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Exceptional verbal and written communications skills
• Good relationship-building skills both inside and outside of the organization
• Ability to work in a fast-paced, high-volume, high-pressure environment
• Experience with Salesforce is a plus

Benefits

• Upward mobility within the company
• Opportunity to work in a high-performing team
• Challenging role with opportunities for growth