Wealth Management Associate, Advisory Serv jobs in United States
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Hilltop Securities Inc. · 1 day ago

Wealth Management Associate, Advisory Serv

positionDallas, TX
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Hilltop Securities Inc. is looking to hire a Wealth Management Associate to join their Advisory Services Group. This role involves converting advisory accounts, strengthening advisor relationships, and performing administrative responsibilities while assisting with special projects.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Review, set up and edit new accounts, while working directly with wealth management sales supervision
Subject matter expert on performance reporting, new account proposals and goal modifications
Learn the essential functions of our billing system to assist the billing lead
Learn the essential functions of our trading systems to assist the trading lead
Assist in creating/updating ASG paperwork and processes
Coordinate and manage special ad hoc projects as they arise
Create and maintain relationships with new and existing Advisors
Answer Advisor and staff questions related to advisory product processes for opening, closing, billing and trading of accounts
Utilize advisory databases to create and maintain Advisor profiles and data on sales activity
Provide support to the department’s Product Solutions team

Qualification

Series 7Securities industry experienceEnvestnetFIS custodial systemMicrosoft WordOutlookExcelAnalyticalMulti-taskingDetail-orientedProblem solvingRelationship buildingCommunication skills

Required

Bachelor's degree, preferably business-related or equivalent
Proficient with Microsoft Word, Outlook and Excel
Self-motivated team player and individual contributor
Must be detail-orientated, analytical and be able to multi-task in a fast-paced environment while maintaining accurate, complete and high-quality work in a timely manner
Ability to problem solve independently and work collaboratively with management
Excellent relationship building and communication skills, both oral and written

Preferred

1-3 years of securities industry experience preferred, but not required
Series 7, 63/65 or 66 highly preferred; or the ability to obtain both within the first 180 days of hire
Experience with Envestnet preferred, not required
A strong working knowledge of Hilltop's custodial/back-office system (FIS) preferred, but not required

Benefits

FINRA series exam sponsorship
Tuition reimbursement
Working with a mentor
Support from employees of all levels

Company

Hilltop Securities Inc.

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HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike. But that’s only part of the story.
dateFounded in 1946
location
Dallas, Texas, USA
people-size501-1000 employees
web-link
https://www.hilltopsecurities.com

H1B Sponsorship

Hilltop Securities Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)

Funding

Current Stage
Late Stage
Total Funding
$838.43M
2019-12-20Debt Financing· $838.43M

Leadership Team

D
David Holleran
Chief Operating Officer
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Recent News

PR Newswire
Mission Bancorp Announces Extension of Stock Repurchase Plan
2025-10-28
MarketScreener
Financial holding firm Hilltop's Q3 net income rises on banking segment growth
2025-10-24
citybiz
HilltopSecurities Appoints Four Public Funds Institutional Sales Professionals
2025-09-25
Company data provided by crunchbase