Skip to main content

  TLWM ClientsFinancial Professionals

  • Home
  • About
    • Our Mission & Values
    • Our Focus
    • Our Commitment
    • Our Process
    • Our Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Personal Advice
  • Resources
    • Blog
    • Video Library
  • Contact Us
    • Careers
    • Contact
    • Request a Meeting
    • Events
  • Client Login
  • TLWM Clients
  • Financial Professionals

Careers

    You are here

  1. Home
  2. Contact Us
  3. Careers

Careers

Relationship Manager

 

Description:

 

Relationship Managers are an integral part of TLWM Financial.  We are currently seeking a motivated individual to join our team in this capacity.  A successful candidate will display a high degree of professionalism, have strong interpersonal skills, and demonstrate an ability to engage existing clients.  This person will assume the responsibility of administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals.

We compensate all Relationship Managers with a base salary plus a bonus model that rewards individuals that can manage objectives and service goals. We also offer a 100% Employer paid Employee Health Insurance Plan and a Company Matched 401k Profit Sharing Plan. Full Detail of other benefits offered at TLWM Financial is available upon request. 

If you want to be recognized for your ability to deliver efficient, professional service to wealth management clients, please email your resume to enzo@tlwmfinancial.com.

 

Responsibilities & Activities:

  • Administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals
  • Assists in research
  • Helps maintain positive and constant contact with clients on behalf of the firm
  • Assists other team members as requested

  

Knowledge, Skills & Abilities:

  • Excellent interpersonal skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • An ability to handle multiple tasks
  • Previous 2 years of financial service experience in working with and speaking to retail clients
  • FINRA Series 7, 63, and Series 65 or 66 registrations

 

 

Operations Associate

 

Description:

Operations Associates are an integral part of TLWM Financial.  We are currently seeking a motivated individual with prior experience to join our team in this capacity.  A successful candidate will display a high degree of professionalism, have strong interpersonal skills, and demonstrate excellent attention to detail.  This person will contribute in all aspects of client service and operations.  A successful operations associate candidate should demonstrate an excellent understanding of the financial services industry.

We compensate all Operations Associates with a competitive salary. We also offer a 100% Employer paid Employee Health Insurance Plan and a Company Matched 401k Profit Sharing Plan. Full Detail of other benefits offered at TLWM Financial is available upon request.

If you want to be recognized for your ability to deliver efficient, professional service to wealth management clients, please email your resume to liza@tlwmfinancial.com  

 

Responsibilities & Activities:

  • Provide exceptional customer service to our clients
  • Become one of TLWM’s operational experts
  • Coordinate and take ownership of operational requests
  • Develop and suggest process improvements to increase firm efficiency

 

Knowledge, Skills & Abilities:

  • Excellent interpersonal skills
  • Exceptional attention to detail
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • An ability to handle multiple tasks
  • Non securities licensed welcomed
  • 2 year minimum experience in the advisory and/or brokerage financial service industry specifically servicing retail clients in an operations capacity.
  • No college degree requirements

 

We invite you to follow us on social media:
    

Sidebar_image.jpg

Market
Commentary

Read Blog

Get the Latest News

Sign up for TLWM Blog

 

TLWM Facebook Feed

 
TLWM Financial

 

 

 

TLWM CONTACT

  
Phone: 210.541.8600
Fax: 210.541.8650

Email: info@tlwmfinancial.com
40 N.E. Loop 410, Suite 644
San Antonio, TX 78216

Get Directions

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​,WV.

©2020 Texas Legacy Wealth Management 

Follow the link for Form CRS

 

© 2022 TLWM Financial. All rights reserved.