2027 Client Engagement Virtual Engagement Associate (VEA) Program | Dallas, TX
Core
Support Financial Advisors in business development through client engagement strategies, digital outreach, and financial planning tools.
Role type
entry-level client engagement associate (wealth management)
Builds
client engagement strategies and digital outreach campaigns 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 and targeted client outreach strategies; Develop structured communication cadences; Analyze client relationships and engagement data; Support workplace engagement initiatives; Apply financial planning tools to gather client information and communicate results; Educate clients on wealth solutions and support onboarding; Create and present business insights for FAs and leadership.