Client Associate

Image

GDS Wealth Management invites you to join our dynamic team as a Client Associate, as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about guiding individuals toward their desired financial outcomes. By becoming a part of our young, motivated, and target-driven team, you will have a unique opportunity to shape the future prosperity of our thriving organization.

Join the esteemed team of professionals in the wealth management industry, renowned for their exceptional expertise and dedication. Glen Smith, our esteemed founder, and president has been consistently honored as one of Forbes' Best-in-State Wealth Advisors for five consecutive years (2019-2023). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals.

Our mission at GDS Wealth Management is to offer our clients peace of mind surrounding their financial goals with sophisticated financial planning and a high level of customer service.

Job Summary:

As the first and last person a client sees in the office, the Client Associate is instrumental in ensuring clients have a positive experience. The Client Associate enhances the client experience by providing exceptional client service, supporting branch functions as needed, assisting in safeguarding client assets and serving as administrative and operational support to Financial Planners. You will be responsible for understanding firm policies, procedures, and digital capabilities that will allow you to interact with the Financial Planners and new and existing clients. Routine contact with internal and external clients is required to obtain, clarify, or provide facts and information.

Responsibilities & Activities

  • Deliver an exceptional, premium experience to our esteemed high-net-worth clientele by effectively overseeing all operational facets of our firm's engagement with them.
  • Serve as administrative and operational support to Financial Planners by supporting Branch functions as needed, assisting in safeguarding client assets, and bridging the gap between GDS and our dedicated custodian.
  • Become a lifelong learner, continuously seeking to expand industry knowledge.
  • Work to build and maintain relationships with internal and external parties.
  • Dress in business professional attire.
  • Perform other duties and responsibilities as assigned.

Knowledge, Skills, & Abilities

  • Bachelor's degree or higher is strongly preferred.
  • Positive attitude and excellent client service orientation.
  • Detailed oriented, exhibiting excellent organizational and time management skills.
  • Strong verbal, written, presentation, and interpersonal communication skills.
  • Proficiency with Microsoft Office Suite and Salesforce.
  • Full-time, on-site presence is mandatory.

What We Offer

  • Salary and bonuses that are commensurate with experience. Ranging from $50,000-$100,000
  • A supportive and collaborative work environment where your ideas and expertise are valued.
  • Opportunities for professional growth and development through ongoing training and education.
  • Fast-paced and motivational culture focused on improving our clients’ lives.
  • Benefits package, including health insurance, matching 401k contributions, and more.

GDS Wealth Management Guiding Behaviors

At GDS Wealth Management, our associates use five guiding behaviors (Develop, Collaborate,Decide, Deliver, Improve) to deliver on the firm's core values of client-first,integrity, independence, and a conservative, long-term view.

We expect our associates at all levels to:

  • Grow professionally and inspire others to do the same.
  • Work with and through others to achieve desired outcomes.
  • Make prompt, pragmatic choices and act with the client in mind.
  • Take ownership and hold themselves and others accountable for delivering results that matter.
  • Contribute to the continuous evolution of the firm.

For more information about our company, please visit our website www.gdswealth.com.

If you’re interested in this opportunity, please send your resume and letter of interest to careers@gdswealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.

The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: are view of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023.Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither GDS Wealth Management nor any of its Financial Planners pay a fee in exchange for this award/rating. GDS Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7cmore info. Investment advice offered through GDS Wealth Management, a registered investment adviser.

Download Our 6-Step Financial Planning Process

Plus, elevate your financial know-how and receive expert financial advice straight to your inbox.

By clicking Sign Up, you're confirming that you agree with our Terms and Conditions.
Thank you for signing up!
Here's your free 6-Step Financial Planning Process
Oops! Something went wrong while submitting the form.
Image
Join our mailing list
Join our newsletter to stay up to date on features and releases.
By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.