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
Client Engagement Associate (Wealth Management)
Builds
Client engagement strategies, digital outreach campaigns, and financial planning reports for Financial Advisors.
Domain
Wealth Management / Financial Services
Required skills
Client engagement, digital outreach strategy, financial planning tools, data analysis, written and verbal communication, organizational skills, numerical aptitude
Preferred skills
Prompt engineering, AI tools optimization, experience in wealth management
Technologies
Financial planning tools, AI-driven solutions
Responsibilities
Partner with Financial Advisors to tailor client engagement strategies; Build and execute digital client outreach campaigns; Develop structured communication cadences; Analyze client engagement data; Support workplace engagement initiatives; Educate clients on wealth solutions and support onboarding.
Seniority
Entry-level, structured 2-year program