2027 Client Engagement Virtual Engagement Associate (VEA) Program | Dallas, TX

Dallas TX 1445onsitejunior$65K$85K

Posted today · via Workday

About this role

Wealth Management Virtual Engagement Associate (VEA) Program This application is for candidates who are interested in roles with anticipated start dates throughout 2027. Position Overview: The VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. In the VEA Program there are several different roles that are designed to support Financial Advisors in areas of business development, including the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate. Upon hire, you will be placed in one of these roles based on your experience, education, credentials, and business needs.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, outreach

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Dallas TX 1445. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamsoutreach

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