Wealth Management Associate
2 weeks ago
Exciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firm
Salary:
$80,000 - $120,000 per year
About Us:
We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve.
With over two decades of experience, we have been addressing the financial planning needs of our clients through a nationwide network of offices.
Driven by innovation and a commitment to equality, we strive to exceed client expectations and assist them in realizing their financial aspirations.
Benefits:
We offer a comprehensive rewards package designed to support our employees in both their professional and personal lives, emphasizing health, happiness, and financial stability.
Our Offerings Include:
- Competitive salary and bonus structure
- Comprehensive medical, dental, and vision insurance
- Basic life and disability insurance
- 401(k) matching contributions
- Financial assistance for approved certifications and courses
- Opportunities for technical, leadership, and sales training
- Unlimited discretionary time off
- Paid parental leave
Position Overview:
Our office is seeking a Wealth Management Associate to support clients, wealth advisors, and team members in various capacities, serving a clientele of high-net-worth individuals and business proprietors.
In this role, you will gain insights into various facets of wealth management, including operations, financial planning, investment oversight, case development, client service strategies, and business development.
Key Responsibilities:
- Collaborate with the client service team to manage client relationships effectively.
- Participate in client and prospect meetings as well as networking events.
- Acquire proficiency in our financial planning software to assist in creating financial strategies.
- Prepare investment analyses and undertake financial-related projects as required.
- Manage workflows and documentation through our CRM system.
- Promote best practices and ensure compliance with regulatory requirements.
Qualifications:
- Bachelor's Degree, ideally in a business-related discipline
- At least 3 years of experience in Wealth Management or Financial Services
- Familiarity with financial planning software and CRM systems
- Strong verbal and written communication skills for interaction with clients and team members
- Ability to work independently and efficiently to complete projects
- Excellent organizational skills with the capacity to manage multiple tasks
- Basic understanding of tax implications related to investment transactions
- Ability to register as an Investment Adviser Representative or willingness to obtain registration within 90 days of employment
- CFP designation preferred
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