Wealth Manager

True North Advisors

Associate Wealth Manager supporting wealth planning, investments, and client coordination for high-net-worth individuals at independent RIA True North Advisors. Managing CRM records, projects, meetings, and client deliverables.

Posted 8/22/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and wealth management, with a strong focus on client engagement and project coordination. Proficient in utilizing financial planning systems and maintaining accurate CRM information to support client interactions and deliverables.

Highest-signal resume keywords

Bachelor’s Degree in Personal Financial PlanningCFA Level I or CFP® CertificationFinancial Planning ExperienceExperience with Financial Planning SystemsStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth ManagementProject ManagementAnalytical SkillsResearch Skills

Soft Skills

Interpersonal SkillsSelf-StarterTeam CollaborationClient Engagement

Tools & Technologies

Money Guide ProEMoneyVanillaHolistiplanTamaracAddepar

Certifications & Qualifications

CFA Level ICFP® Certification

Industry Keywords

Ultra-High Net Worth ClienteleWealth PlanningInvestment PlanningClient SupportCRM Management

About the role

Key responsibilities & impact

Provide client and advisor support
Coordinate projects between internal teams
Develop planning and investment content
Maintain accurate and up-to-date CRM information for client interactions, opportunities, meetings, and referral activity
Work alongside a senior advisor to deliver wealth and investment planning services to clients
Prepare for, attend, and follow up on client meetings, including generating meeting materials and documenting meeting details
Act as project manager and liaison between clients, senior advisors, operations, and trading teams
Develop solutions to complex tax, estate, retirement, investment, and insurance questions, utilizing internal teams as necessary
Track and oversee timely completion of client requests and deliverables
Support the senior advisor in enhancing client engagement through proactive touchpoints
Ensure wealth planning projects are properly executed and documented in the CRM
Enhance planning and investment knowledge through work output, self-study, and firm-led trainings

Requirements

What you’ll need

Bachelor’s degree in personal financial planning, accounting, economics, finance, or related field(s)
Successful passing of CFA Level I exam or the CFP® exam required
A minimum of 1 year of financial planning or wealth management experience required
Experience working with ultra-high net worth clientele preferred
Experience with financial planning systems: Money Guide Pro, eMoney, Vanilla, and Holistiplan preferred
Experience with reporting systems: Tamarac and Addepar preferred
Strong communication and interpersonal skills
Strong analytical and research skills
Ability to manage multiple projects and prioritize workload
Confident self-starter who thrives in an entrepreneurial atmosphere and believes in a team approach to client service
Must consent to and have favorable credit report and background check
Ability to consistently display True North’s Core Values

Benefits

Comp & perks

Competitive base salary
Competitive bonus potential based on successful execution of firm goals and individual performance metrics
15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employer reimbursement for professional designations and continuing education
Free Financial Planning services for employees
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more