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Associate Wealth Manager

3 months ago

Austin, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Associate Wealth Manager Job Summary:

As an Associate Wealth Manager, you will collaborate with senior wealth managers to deliver personalized wealth management strategies to high-net-worth clients. Your role involves supporting client relationship management, portfolio analysis, and financial planning to help clients achieve their long-term financial goals.

Responsibilities:
  • Assist in developing and implementing customized wealth management strategies for clients.
  • Conduct detailed financial analyses, including cash flow, estate planning, and retirement planning.
  • Support senior wealth managers in managing client portfolios, including asset allocation and risk management.
  • Prepare comprehensive financial reports, investment proposals, and performance reviews.
  • Participate in client meetings, providing support and ensuring client satisfaction.
  • Research and recommend financial products and investment opportunities based on client needs.
  • Monitor and report on market trends, economic conditions, and regulatory changes impacting clients.
  • Maintain and update client records, ensuring data accuracy and compliance with regulatory requirements. Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 2-3 years of experience in wealth management, financial planning, or related roles.
  • Progress towards or completion of CFP , CFA , or similar professional certifications is preferred.
  • Strong analytical skills with a deep understanding of financial products and markets.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Proficiency in financial planning and portfolio management software.
  • High level of attention to detail and organizational skills.
  • Ability to work effectively in a team-oriented environment and manage multiple tasks simultaneously.