MLR

Wealth Management Associate

ML&R Wealth Management: Wealth Management Associate

Department: ML&R Wealth Management

Location: Downtown Austin, TX

Remote: N/A

Who We Are

ML&R Wealth Management, a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in the greater Austin area, is seeking experienced talent to support the wealth advisory team. ML&R Wealth Management associates manage client portfolios and participate in the advanced planning process to address client goals, estate planning, and tax considerations.

ML&R Wealth Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

What Sets Us Apart

At ML&R Wealth Management, we take investing personally. ML&R Wealth Management advisors work to develop lasting relationships with our clients, keeping in touch to understand their changing goals and to provide an asset management strategy to help achieve them. Whenever our clients need sound financial advice, they have a direct line to a trusted advisor.

For over 25 years, we have served individuals, families, businesses, and nonprofits with wealth management services, custom retirement and 401(k) plans, and portfolio management.

We believe in accountability and transparency and operate as a fee-only advisor with fees calculated solely on assets under management.

Our Commitment to DEI

As a firm that embraces people from different backgrounds, we encourage applications from those who identify with the BIPOC or LGBTQ+ communities, possess visible or hidden disabilities, and/or have served in the military. Let us know if you prefer certain pronouns or if you need reasonable accommodations at any point throughout our recruitment and selection process.

Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

What We Offer

  • PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
  • Paid parental leave and paid bereavement leave
  • Annual bonus through profit-sharing plan
  • 401(k) plan including profit-sharing contribution
  • Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
  • Employee assistance program
  • Continuing professional education
  • Hybrid, flexible scheduling
  • Many more perks and benefits

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits:  Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

Other Perks Include: Family friendly and flexible work environment, firm-wide wellness program and onsite gym access at Frost Bank Tower, discounted monthly parking or commuter pass, formal coaching program, firm-wide community service activities, regular firm socials and team-building activities and much more!

What You Will Be Doing

  • Portfolio management
    • Portfolio implementation
    • Rebalancing
    • Tax loss harvesting
  • Prepare for, take part in and follow up from client interactions
    • Consistent communication
    • Meeting participation
    • Meeting preparation
  • Consult with Wealth Advisor to provide strategic planning for clients
    • Retirement projection analysis (and asset allocation)
    • Tax planning
    • Estate planning
  • Manage client onboarding process

​​​​​Additional Responsibilities:

  • Ability to bring advanced planning recommendations to the Wealth Advisor and the client
  • Deep understanding of our investment philosophy and ability to communicate our story clearly and with conviction
  • Ability to interact with team members to ensure a high level of service for our clients

​​​​​​What We are Looking For

  • 3 years of relevant experience
  • Bachelor’s degree
  • Strong communication and listening skills
  • Ability to process complex financial scenarios
  • Attention to detail and accuracy
  • Proficiency with Microsoft Word and Excel
  • Series 65, CFP, CPA or PFS strongly preferred

ML&R Wealth Management was named the #1 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews.

Disclaimer: Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition located HERE.

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