Pennington Wealth Management, founded by Darrell Pennington in 1996, is a respected name in the wealth advising industry, recognized by Forbes, Barron’s, and other notable financial publications. We’re a small but powerful team that thrives on helping people and giving back to the community. Whether in the office or out volunteering, we combine hard work with a passion for what we do. Learn more about our culture and team by visiting penningtonwealth.com.
Job Summary:
Join our dynamic wealth management firm as a key player in client relations and operational excellence. You'll be at the forefront of managing client cases, crafting compelling reports, and designing impactful visual aids that drive meaningful discussions. Attend client meetings, ensure follow-up actions are completed, and support financial advisors in enhancing clients' financial lives.
Working within an independent Ameriprise Financial franchise, you'll adhere to high standards of ethics, professionalism, and compliance with legal and regulatory guidelines. Collaborate with a passionate team to refine processes, optimize firm operations, and introduce groundbreaking solutions. Your efforts will directly influence client experiences and the firm's overall success, making this role both exciting and indispensable.
Primary Responsibilities:
Manage client cases: Prepare comprehensive meeting reports, detailed analyses, and visual aids to facilitate productive discussions.
Attend client meetings: Take meticulous notes and prepare follow-up summaries, ensuring all action items are completed promptly.
Execute operational tasks: Provide end-to-end support to advisors and the client service team, ensuring seamless operations.
Handle administrative duties: Navigate various platforms to optimize firm operations and enhance efficiency.
Collaborate with the team: Continuously refine processes to improve client experiences and operational effectiveness.
Provide backup support: Assist team members when necessary and manage special projects as assigned.
Support financial advisors: Aid in supporting clients across all aspects of their financial lives.
Communicate professionally: Maintain professional communication with both internal and external parties.
Work collaboratively: Contribute to the operations team by assisting with tasks and resolving issues.
Analyze problems: Identify root causes and offer practical solutions.
Contribute to team meetings: Raise issues, question processes, and suggest improvements to enhance team performance.
Key Qualifications:
Educational Background: Bachelor’s degree required.
Industry Experience: Minimum of six months of experience in a similar industry, demonstrating a strong track record.
Licensing: Currently possess or are pursuing Series 7 and 66 securities licenses, as well as a state life/health insurance license; completion required within 12 weeks of hire.
Authorization: Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Technical & Interpersonal Skills: Exhibit strong technical acumen and interpersonal skills, essential for client interactions.
Professionalism: Confident, poised, and professional in appearance, representing the firm with excellence.
Creative Problem-Solving: Ability to tackle creative challenges and manage workload efficiently under tight deadlines.
Team Collaboration: Proven ability to collaborate and contribute effectively in a team environment.
Relocation: Must be willing to relocate to Houston, TX, embracing new opportunities.
Our Commitment to You:
Genuine Work/Life Balance:
We offer a supportive work environment that promotes a healthy balance between professional responsibilities and personal time.
Collaborative & Positive Team Culture:
Join a close-knit, supportive team of motivated professionals who work together to achieve shared goals and maintain a positive, engaging environment.
Growth & Advancement Opportunities:
Your career development is important to us. As you contribute to the team’s success, you’ll have opportunities to take on greater responsibility and advance within the firm.
Autonomy and Responsibility:
Enjoy the freedom to manage your role with confidence and independence while being part of a team that supports your decisions and growth.
Professional Development & Learning:
We offer a range of training programs and continuing education opportunities to help you enhance your skills and knowledge, keeping you at the forefront of the financial industry.
Meaningful & Rewarding Work:
At Pennington Wealth Management, your work will have a lasting impact on our clients’ lives, helping them achieve financial security and success.
Comprehensive Compensation & Benefits:
Salary Range:
We offer a competitive salary range starting at $50,000 to $75,000 per year, based on experience and qualifications
Retirement & Financial Security:
Our company offers a robust benefits package designed to support your financial and health needs.
We provide a 401(k) plan with employer contributions up to 3%, ensuring you can build a secure retirement
Our comprehensive health and insurance benefits include employer contributions towards premiums for health, dental, and vision insurance, covering both individuals and families. If you opt for a high deductible plan, we also contribute to your Health Savings Account (HSA).
Additionally, we offer life insurance coverage of $50,000, fully covered by the company, to provide peace of mind for you and your loved ones.
Generous Paid Time Off:
Enjoy 8 paid holidays and at least 13 PTO days each year, with the opportunity to earn more based on your years of service
Additionally, our Volunteer Time Off program encourages you to give back to communities in need.
Additional Perks:
Enjoy the convenience of paid parking and mileage reimbursement when needed.
Get ready for quarterly team volunteering and social events that bring us together and make a difference.
Plus, look forward to an exciting team trip every other year, creating unforgettable memories and strengthening our bonds!
Why Join Us:
At Pennington Wealth Management, you’ll be part of a supportive and collaborative team that values dedication, continuous learning, and personal growth. If you’re ready to bring your expertise and enthusiasm to a company committed to its clients and community, we’d love to meet you!
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time