Wealth Management Associate
: Job Details :

Company Description

Our client is a dynamic and growing wealth management firm dedicated to providing personalized financial planning and investment management services to our clients. Their mission is to help clients achieve their financial goals through comprehensive and tailored strategies.

They differentiate themselves by upholding to a fiduciary standard to provide investment recommendations to serve their client's best interests. They utilize a team approach by working closely alongside “your team”, example: CPA's, attorney's, etc. They find that this collaborative and involved approach elevates our clients experience to be able to achieve both their personal and financial goals. They value integrity, innovation, and client-centric service.

Role Description

This is a full-time role for a Wealth Management Associate. The Wealth Management Associate will be responsible for performing day-to-day tasks related to client services, finance, sales, and communication. The role will involve assisting financial advisors with client inquiries, maintaining client relationships, analyzing financial data, and supporting sales efforts.

Qualifications

• Client Services: experience in client relationship management addressing client inquiries in the Financial Advisory/Wealth Management or Investment Management industry
• Communication: excellent verbal and written communication skills
• Sales: ability to support sales efforts and engage with clients
• Strong organizational and time management skills
• Attention to detail and accuracy
• Series 7 & 66 license (or willingness to obtain them)
• Bachelor's degree
• Previous experience in the financial services industry

Performance bonuses and a path for career development.