Wealth Management Associate

4 weeks ago

San Francisco, California, United States TalentLink Solutions Full time
Job Overview

We are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at TalentLink Solutions. As a key member of our financial planning and advisory team, you will be responsible for supporting senior advisors with preparation of well-polished documentation and presentation materials for meetings, attending meetings with prospects and existing clients for note-taking purposes, and recording meeting notes on topics covered, changes in client's needs, and action items.

The ideal candidate will have a college graduate degree, a commitment to excellence, and a strong ability to learn and apply new software systems quickly. Experience with Salesforce, Bloomberg, Morningstar, and/or MoneyGuidePro is preferred, as well as experience working with Schwab as custodian. Superior phone skills, excellent interpersonal and communication skills, and strong time management skills are also essential.

Key Responsibilities

  • Support senior advisors with preparation of well-polished documentation and presentation materials for meetings
  • Attend meetings with prospects and existing clients for note-taking purposes
  • Record meeting notes on topics covered, changes in client's needs, and action items
  • Summarize meeting and schedule action items in Salesforce
  • Complete all action items utilizing firm processes and procedures
  • Work in conjunction with senior advisors to deliver services to clients
  • Work with team to ensure all actions for clients are tracked and completed
  • Communicate and follow up regularly with clients, developing strong relationships and rapport with clients

Requirements

  • College graduate degree required
  • Pursuit of CFP or CFA in process highly preferred
  • 1+ years of financial services experience highly preferred; ideally in B/D or RIA environment supporting a financial advisor or similar setting
  • Commitment to excellence; detail-oriented, client-focused, and highly organized
  • Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
  • Experience with Salesforce, Bloomberg, Morningstar, and/or MoneyGuidePro preferred
  • Experience working with Schwab as custodian preferred
  • Superior phone skills; friendly and helpful in all interactions on the phone
  • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions

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