Wealth Management Associate

2 days ago


Independence, Ohio, United States Talently Recruiting Full time
Job Overview

Talently Recruiting is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our wealth management team, you will be responsible for supporting our Wealth Managers in delivering comprehensive wealth management services to our clients.

Key Responsibilities
  • Develop and analyze long-range financial projections, including Monte Carlo analysis, to assess client goals and progress.
  • Prepare and analyze investment portfolio reports, net worth statements, and other financial planning worksheets.
  • Assist in the preparation of income tax projections and agendas for client meetings.
  • Document client meeting notes and write detailed follow-up emails.
Requirements
  • 2+ years of experience in a wealth/client services role.
  • Located in the Greater Cleveland area.
  • Strong analytical and communication skills.
Preferred Qualifications
  • CFP/CPA certification.
  • Accounting/finance experience.
  • Proficiency in Black Diamond Performance Reporting or eMoney.


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