New

Wealth Associate

Cadence Bank
United States, Texas, Houston
Nov 23, 2024
Description Position Title: Wealth Associate Summary Senior Wealth Associates will continue to advance in the Wealth Advisor career path while actively participating and gaining exposure in all areas of Wealth Management. Role responsibilities include, but are not limited to, the following: Client Responsibilities Will participate, take notes, and present in client meetings with a Wealth Advisor Coordinate with client for data, meeting preparation, or follow up as needed Outline/summarize client meeting, recommendations, and action items for review with a Wealth Advisor Draft client emails subject to review by Wealth Advisor Will be expected to have a higher level of communication with clients Operational functions and general client service items Basic client communications (updates/next steps of a given task) Client onboarding - full process, start to finish Money movement Team Responsibilities Mastery in detailed and more complex client scenarios within various financial planning software for the wealth advisory team Begin identifying potential leadership opportunities within the firm Participate and be a valuable contributor in various team meetings across departments Note-taking in client and internal meetings, tasking within CRM software, follow-through in all client engagements Meeting preparation - portfolio reviews, agendas, reports, etc. Training and mentoring other/new Wealth Associates; reviewing Wealth Associate work, as needed Assist with research and creation of educational and training materials Firm Responsibilities Understand and support the firm's vision, mission, and strategy Engage in teambuilding and integrate into the culture of the firm Participate in the Wealth Advisor Residency Program Timely completion of all firm and parent company training Degrees and Designations Bachelor's degree (B.A. or B.S.) from a four-year college or university, in Financial Planning, Finance, Accounting, or other business-related degree Consider additional education and credential opportunities Experience Requirement Professional work experience required (1-3 years) Pass the CFP exam within two years of hire date (some exceptions may apply) Satisfy all responsibilities and requirements of Wealth Associate role Skills Required Professional appearance and demeanor Proactive and strong work ethic Present, visible, reliable Entrepreneurial, creative, and problem solver Ability to multi-task, prioritize and meet deadlines Teamwork, time management, and attention to detail Strong writing skills Technical knowledge in financial planning software and other tools Skills Being Developed Develop expertise in wealth planning and familiarity with developing financial plans for clients Specialties and niches within wealth planning such as investments, budgeting, taxes, risk management or estate planning Supervisory Responsibilities This job has no supervisory responsibilities Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)