True North Advisors · 1 day ago
Associate Wealth Manager
Dallas, TX, US
Full-time
Hybrid
Entry Level
1+ years expTrue North Advisors is seeking an Associate Wealth Manager to join our wealth management team. This role is responsible for providing client and advisor support, coordinating projects between internal teams, developing planning and investment content, and maintaining CRM information.
ConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Work alongside a senior advisor to deliver wealth and investment planning services to clients
Prepare for, attend, and follow up on client meetings, including generating meeting materials, documenting meeting details, and completing follow up tasks
Act as project manager and liaison between the client, senior advisor, operations, and trading teams to ensure seamless execution of projects
Maintain accurate and up-to-date CRM records for all client interactions, opportunities, meetings, and referral activity; ensuring dashboard metrics are accurate
Develop solutions to complex tax, estate, retirement, investment, and insurance questions for clients, utilizing internal teams as necessary
Track and oversee the timely completion of all client requests and deliverables
Support the senior advisor in enhancing client engagement through proactive touchpoints
Ensure wealth planning projects are properly executed and documented in the CRM
Work to continuously enhance planning and investment knowledge through work output, self-study, and attendance at firm lead trainings
Qualification
Required
Bachelor's degree in personal financial planning, accounting, economics, finance, or related field(s)
Successful passing of CFA Level I exam or the CFP® exam required
A minimum of 1 year of financial planning or wealth management experience required
Strong communication and interpersonal skills
Strong analytical and research skills
Ability to manage multiple projects and prioritize workload
Confident self-starter who thrives in an entrepreneurial atmosphere and believes in a team approach to client service
Must consent to and have favorable credit report and background check
Ability to consistently display True North's Core Values
Preferred
Experience working with ultra-high net worth clientele preferred
Experience with financial planning (Money Guide Pro, eMoney, Vanilla, & Holistiplan) and reporting systems (Tamarac & Addepar) preferred
Benefits
Competitive base salary
Competitive bonus potential based on successful execution of firm goals and individual performance metrics
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with 3% employer non-elective contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employee-only premiums for medical, life, and short-term and long-term disability insurance covered 100% by the True North
Employer reimbursement for cost of applicable professional designations and CE credits
Year-round engagement events which include happy hours, coffee chats, lunches, and more!
Company
True North Advisors
True North Advisors provides company owners, entrepreneurs, and families with asset management, family wealth planning.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-01-24Private Equity
Leadership Team
Dhruv Maniktala
Chief Investment Officer, Partner
Michael Anderson, JD, CFP ®
Senior Wealth Manager, Partner
Recent News
Alternative Credit Investor
2025-08-29
Alternative Credit Investor
2025-08-29
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