2027 Wealth Management Virtual Engagement Associate (VEA) Program | Dallas, TX
Core
Support Financial Advisors in business development through client engagement, digital outreach, financial planning, and workplace engagement initiatives.
Role type
Wealth Management Virtual Engagement Associate (VEA)
Builds
Client engagement strategies, digital outreach campaigns, financial plans, and business insights for Financial Advisors.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Interpersonal communication, numerical aptitude, data analysis, organizational skills, adaptability, prompt engineering, AI tools optimization
Preferred skills
Experience in prompt engineering, AI tools optimization
Technologies
AI tools, financial planning tools
Responsibilities
Partner with Financial Advisors to tailor client engagement strategies; Build and execute digital client outreach strategies; Develop structured communication cadences; Analyze client engagement data; Support workplace engagement initiatives; Apply financial planning tools to build and analyze plans; Educate clients on wealth solutions; Create and present business insights.
Seniority
Entry-level, training program