Wealth Management Associate

7 days ago


Greenville, South Carolina, United States Talently, LLC Full time

Key Responsibilities
  Coordinate with clients and advisors to schedule meetings using email, Salesforce, and calendar software
  Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software
  Proactively support advisors by anticipating client needs and enabling advisors to maximize their time
  Complete requests from advisors and clients within 24-48 hours, ensuring accuracy, and effectively keeping everyone in the loop throughout the process

Salary Information
  This position offers a salary range of $60K-$85K DOE + benefits + profit sharing + pension.



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