Wealth Management Associate

Dallas

**Associate Wealth Advisor** \| Dallas, TX (Total Compensation: \~$80,000--$120,000) Sage Search Partners is seeking an Associate Advisor for a boutique wealth management firm in Dallas, TX. This in-office role supports lead advisors by helping deliver high-touch financial planning and client service to affluent and high-net-worth households, with a strong emphasis on retirement-focused relationships. The ideal candidate will have a bachelor's degree and Series 65, plus 1--5 years of experience in wealth management, financial planning, investment operations, support, client service, or a similar advisory environment, and **must bring a portable book of business (ideally \~$20M or less)**. CFP designation is a plus! Responsibilities * Support lead advisors in delivering planning-led relationships, including meeting preparation, follow-ups, and proactive service. * Gather and maintain client financial data to support planning work (assets/liabilities, cash flow, goals, and investment details). * Assist with planning deliverables such as retirement projections, capital sufficiency analyses, and scenario modeling. * Help implement and monitor investment strategies, including allocation tracking, rebalancing support, and coordination around trading workflows. * Contribute to tax-aware planning by collecting inputs, assisting with projections, and helping incorporate tax considerations into recommendations. * Support estate and risk management efforts through document review, summaries, and tracking action items with clients and advisors. * Draft client meeting materials, summaries, and presentation content; ensure accurate documentation in CRM and client systems. * Coordinate account service needs with custodians and outside partners to ensure timely, high-touch execution. * Provide investment research support across equities, fixed income, and other securities as needed. * Recommend and help implement process improvements that enhance efficiency and elevate the client experience. Client Requirements * Bachelor's degree required. * Series 65 required (active or able to meet the requirement promptly, depending on current status). * 1--5 years of relevant experience in financial planning, wealth management, investments, support, client service, or a similar advisory environment. * **Portable book of business required; ideally approximately \~$20M or less.** * Comfortable interacting with clients directly and representing the firm with professionalism and confidence. * Strong analytical, organizational, and prioritization skills; high attention to detail and follow-through. * Team-oriented, relationship-driven mindset with a client-first approach to service. * CFP® designation (completed or in progress) is a plus. * Ability to work **100% in-office** in the Dallas area (clients value in-person accessibility). **Qualified candidates will be contacted for an interview.**