Wealth Management Ayco | Analyst | Dallas

As a Wealth Management Ayco Analyst, you will provide personalized financial planning, investment strategy, and tax services to individual and corporate clients. You will engage in client relationships, prepare financial reports, and lead financial planning projects. You will also contribute to the development of a comprehensive understanding of brokerage account operations and participate in client meetings to enhance your understanding of client needs and expectations.

Requirements

• Bachelor's degree required
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire
• Microsoft Office Suite proficiency
• Exceptional organizational and multitasking skills
• Superior written and verbal communication skills
• Unwavering commitment to maintaining confidentiality and discretion
• Client-centric mindset
• Collaborative spirit
• Proactive and innovative approach

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement
• Relocation Assistance