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Wealth Management Associate: Client-Facing & Detail-Oriented

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Rippling
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
An Engineering and IT services provider is looking for a fulltime Associate to serve as the primary contact for clients in their Wealth Management Office. The role includes managing client accounts, preparing materials for meetings, and improving client processes. Ideal candidates will have strong communication, organization, and multitasking skills, as well as a background in financial services preferred. The company offers benefits such as medical and 401k.
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Position Requirements
10+ Years work experience
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