Hilltop Holdings · 2 days ago
Wealth Management Associate, Advisory Serv
717 N Harwood St, Dallas, TX, 75201, US
Full-time
Onsite
Entry Level
1+ years expHilltopSecurities is looking to hire a Wealth Management Associate as part of their Advisory Services Group, which provides platforms and services to registered advisors managing private portfolios. This role involves converting advisory accounts, strengthening advisor relationships, and performing administrative responsibilities while assisting with special projects.
BankingFinancial Services
Responsibilities
Review, set up and edit new accounts, while working directly with wealth management sales supervision
Subject matter expert on performance reporting, new account proposals and goal modifications
Learn the essential functions of our billing system to assist the billing lead
Learn the essential functions of our trading systems to assist the trading lead
Assist in creating/updating ASG paperwork and processes
Coordinate and manage special ad hoc projects as they arise
Create and maintain relationships with new and existing Advisors
Answer Advisor and staff questions related to advisory product processes for opening, closing, billing and trading of accounts
Utilize advisory databases to create and maintain Advisor profiles and data on sales activity
Provide support to the department’s Product Solutions team
Qualification
Required
Bachelor's degree, preferably business-related or equivalent
Proficient with Microsoft Word, Outlook and Excel
Self-motivated team player and individual contributor
Must be detail-orientated, analytical and be able to multi-task in a fast-paced environment while maintaining accurate, complete and high-quality work in a timely manner
Ability to problem solve independently and work collaboratively with management
Excellent relationship building and communication skills, both oral and written
Preferred
1-3 years of securities industry experience preferred, but not required
Series 7, 63/65 or 66 highly preferred; or the ability to obtain both within the first 180 days of hire
Experience with Envestnet preferred, not required
A strong working knowledge of Hilltop's custodial/back-office system (FIS) preferred, but not required
Benefits
FINRA series exam sponsorship
Tuition reimbursement
Working with a mentor
Company
Hilltop Holdings
Hilltop Holdings is a financial services firm specializing in mortgage origination, financial advisory, and insurance services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Bill Lines
Chief Technology Officer
Will Furr
CFO
Recent News
2025-10-27
2025-10-25
2025-10-24
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