Current Openings

Associate- Wealth Management

About Talent 101 Inc

Talent 101 is an Engineering and IT services provider, with clients that range from start-up to Fortune 500. We specialize in solutions for the Semiconductor, Automotive, Electronics, Energy, Telecom, and Defense industries.

About the role

  • We are looking for a fulltime client facing Associate for our clients Wealth Management Office. The role comes with Medical, 401k and more.

What you'll do

  • Responsibilities • Serve as a primary point of contact for client requests and communications.
  • Manage client accounts, ensuring accuracy and timely updates.
  • Prepare presentations, reports, and materials for client meetings.
  • Support advisors in delivering high-quality, personalized service.
  • Collaborate with internal teams to improve client processes and outcomes. Qualifications
  • Strong interpersonal and communication skills; professional presence.
  • Detail-oriented with excellent organizational abilities.
  • Ability to prioritize and multitask in a dynamic environment.
  • Prior experience in financial services or wealth management is a plus.
  • Strong aptitude as a self- starter and problem solver




Talent101 pays referral fees.

Applicants must be at least 18 years or older, must be willing to take a drug test and background check as part of the selection process and must have legal authorization to work in the United States.

Talent 101 is an equal opportunity employer and supports a diverse, inclusive work environment. All qualified applicants will receive consideration for employment without regard to protected characteristics, including race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity or age.

Finance

Dallas, TX

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