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1 result for Associate Wealth Advisor in Fort Worth, TX
- Fort Worth, TX
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p><strong>Client Service Associate | Fort Worth, TX 76104</strong></p><p>Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial services.</p><p><strong>What you’ll do:</strong></p><p> ✅ Serve as a key point of contact for high-net-worth and mass affluent clients</p><p> ✅ Prepare for client meetings and own deliverables from day one</p><p> ✅ Handle account openings, paperwork, and money movement requests</p><p> ✅ Keep client records and CRM accurate and up to date</p><p> ✅ Work shoulder-to-shoulder with a senior advisor who will mentor you</p><p><strong>Why you’ll love it:</strong></p><p> 🚀 Genuine partner track, not a support role with a ceiling</p><p> 📈 Sophisticated planning work with an established client base</p><p> 🏆 A growing firm that promotes from within</p><p> 📚 Professional development assistance</p><p><strong>Compensation & benefits:</strong></p><p> Base + incentive pay, 401(k) with matching, generous retirement program, health insurance, and paid time off.</p><p>📍 On-site | Fort Worth, TX 76104</p><p><br></p><p>Joe.Faradie at roberthalf com - linkedin with me today</p>
- 2026-10-15T00:00:00Z