Location: Dallas, TX
Company: TSG Financial Strategies, LLC
Reports To: Principle/Lead Advisor
About TSG Financial Strategies
TSG Financial Strategies is a growing wealth management firm focused on delivering highly personalized financial guidance, proactive service, and a thoughtful client experience. Our firm is built around long-term relationships, trust, attention to detail, and a commitment to helping clients feel cared for, informed, and confident in their financial lives.
We believe the client experience should feel intentional, organized, and personal — not transactional. Our team takes pride in creating a high-touch, service-first environment where clients know they are heard, supported, and valued.
As our firm continues to grow, we are looking for an Associate Wealth Advisor who can help support our Lead Advisors, strengthen client relationships, assist with financial planning and portfolio analysis, and contribute to the continued growth and scalability of the firm.
Position Overview
The Associate Wealth Advisor will play a key role in supporting Lead Advisors and enhancing the overall client experience. This person will assist with client communication, meeting preparation, financial planning, portfolio analysis, account-related questions, and ongoing relationship management.
This role is ideal for someone who enjoys both the technical and relational sides of wealth management. The right candidate will be detail-oriented, proactive, emotionally intelligent, and passionate about helping clients navigate important financial decisions.
This is not a purely administrative role. This person will be expected to become a trusted extension of the advisory team and a meaningful contributor to the firm’s planning process, client service model, and long-term growth.
Key ResponsibilitiesClient Relationship Support
- Serve as a knowledgeable and responsive point of contact for client questions related to accounts, planning, meeting follow-up, and general financial topics.
- Help clients feel supported, informed, and cared for throughout each step of their relationship with the firm.
- Assist Lead Advisors in preparing for client meetings, review meetings, prospect meetings, and planning discussions.
- Participate in client meetings when appropriate and assist with follow-up items afterward.
- Help ensure that client communication is clear, timely, professional, and aligned with TSG’s high-touch service standards.
- Identify opportunities to enhance the client experience through proactive communication, organization, and follow-through.
Financial Planning Support
- Assist in gathering, organizing, and analyzing client financial information.
- Help prepare, update, and maintain financial plans.
- Support planning conversations around retirement, cash flow, investment allocation, insurance, estate considerations, tax coordination, and other financial planning topics.
- Work closely with Lead Advisors to identify planning opportunities and ensure client recommendations are supported by accurate information.
- Help translate complex financial topics into clear, client-friendly explanations.
Portfolio & Account Analysis
- Conduct portfolio reviews and assist with investment analysis.
- Prepare materials for client review meetings, including account summaries, allocation reviews, performance information, and planning updates.
- Help monitor client accounts for follow-up needs, cash needs, distributions, contributions, transfers, and other service items.
- Support advisors in analyzing how client portfolios align with goals, risk tolerance, income needs, and broader planning objectives.
- Coordinate with operations and service team members to ensure account-related items are completed accurately and efficiently.
Advisor Leverage & Firm Growth
- Help increase Lead Advisor capacity by taking ownership of preparation, follow-up, planning support, and client service items.
- Support new client onboarding and help create a smooth, organized transition experience.
- Assist with prospect preparation, planning materials, and follow-up.
- Help identify opportunities to deepen existing client relationships through thoughtful planning and proactive service.
- Contribute to internal process improvement, workflow development, and overall firm scalability.
- Support a culture of accountability, teamwork, and continuous improvement.
What We Are Looking For
The ideal candidate is someone who is professional, warm, organized, and motivated to grow within a wealth management firm. This person should care deeply about doing excellent work, serving clients well, and becoming a stronger advisor over time.
Required Qualifications
- Experience in wealth management, financial planning, investment management, client service, or a related financial services role.
- Strong written and verbal communication skills.
- Ability to explain financial concepts clearly and professionally.
- Strong attention to detail and follow-through.
- Ability to manage multiple priorities in a fast-paced, client-focused environment.
- Professional judgment when handling confidential client information.
- Strong organizational skills and a proactive mindset.
- Comfort working directly with clients, advisors, custodians, and internal team members.
Preferred Qualifications
- Series 7, Series 66, Series 65, or willingness to obtain.
- CFP® designation, CFP® coursework, or interest in pursuing CFP® certification.
- Experience with eMoney planning software, Sales Force CRM system, portfolio reporting tools, or custodial platforms.
- Prior experience supporting financial advisors or working in an RIA, broker-dealer, or independent wealth management environment.
- Familiarity with retirement planning, investment allocation, account transfers, distributions, beneficiary planning, and client onboarding workflows.
The Right Fit for TSG
This role is a strong fit for someone who:
- Takes pride in creating an excellent client experience.
- Notices the small details that make clients feel cared for.
- Enjoys being part of a close-knit, growth-oriented team.
- Wants to develop into a more advanced advisory role over time.
- Is comfortable balancing technical planning work with client communication.
- Understands that trust is built through consistency, responsiveness, and follow-through.
- Wants to help build something bigger than just a job description.
- Values professionalism, humility, accountability, and service.
At TSG, we are looking for someone who does not just complete tasks, but helps elevate the entire client experience.
Why Join TSG?
This is an opportunity to join a growing firm where your work will have a meaningful impact. You will work closely with Lead Advisors, support real client relationships, contribute to the financial planning process, and help shape the systems and service model that support the firm’s future growth.
At TSG, we believe in doing things the right way: with care, preparation, professionalism, and genuine commitment to the people we serve.
This role offers the opportunity to grow into greater advisory responsibility while being part of a team that values excellence, relationships, and long-term thinking.
What We’re Looking For
We value someone who is personable, trustworthy, and deeply committed to serving others — someone who shows up every day with a strong work ethic, an eye for detail, and a willingness to collaborate. Success in this role comes from being humble yet confident, focused on the bigger picture while staying accountable for the little things that make a big difference for our clients and our team.
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
