Wealth Management Specialist, Sr. jobs in Dallas, TX

Job Title: Entry-Level Wealth Management Advisor

Company: GS Wealth Management

Location: N. Dallas

About Us: GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives. The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals. We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

Job Description: We are seeking an entry-level Wealth Management Advisor to join our team at GS Wealth Management. As a Wealth Management Advisor, you will assist in providing financial planning and investment advisory services to our clients. The ideal candidate will have a basic understanding of financial concepts and be familiar with the eMoney software program. While having investment licenses such as SEI, Series 7, Series 63, Series 65, or Series 66 is beneficial, we are willing to consider candidates who are motivated to obtain these licenses after employment.

Responsibilities:

• Assist senior advisors in financial planning and investment management activities.
• Utilize eMoney software to gather client financial data, create financial plans, and generate reports.
• Conduct research on investment products, strategies, and market trends.
• Assist in preparing client presentations and recommendations.
• Collaborate with team members to provide exceptional service to clients.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Basic understanding of financial planning and investment principles.
• Familiarity with eMoney software program is required.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a team environment.
• Investment licenses such as SEI, Series 7, Series 63, Series 65, or Series 66 are a plus, but not required.

Benefits:

• Competitive salary commensurate with experience.
• Opportunity for professional growth and development.
• Health benefits if needed.
• Paid time off and holidays.

How to Apply: Please submit your resume and cover letter to vdelarosa@gswealthmgmt.com, detailing your qualifications and interest in the position. We look forward to reviewing your application!

GS Wealth Management is an equal opportunity employer.

Job Type: Full-time

Pay: From $35,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Professional development assistance

Compensation package:

• Yearly bonus

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Dallas, TX 75248: Relocate before starting work (Required)

Work Location: In person