Wealth Management Assistant
3 weeks ago
The Wealth Management Assistant will play a key role in supporting our Wealth Advisors in their daily activities and contributing to the growth of our firm. This is an exciting opportunity to work in a fast-paced environment and develop your skills in business development, client support, and marketing.
Responsibilities:
- Assist in developing and implementing business strategies
- Support the Wealth Advisor in managing client relationships and communications
- Contribute to the creation and implementation of marketing campaigns
- Maintain accurate records and reports
- Provide exceptional customer service
Requirements:
- Bachelor's degree preferred
- Three years of experience in an administrative role in the financial industry
- Series 7, Life, Health, and Annuities licenses preferred but not required
- Strong communication and relationship management skills
- Ability to perform under pressure and multitask
About Us:
We are a team that values hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients.
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